Financial Advisor, Bloom Financial
CHERYL ABBOT, CPA, CGA
Cheryl Abbot, Founder and Principal of Bloom Financial Advisor, since 2014. Cheryl has decades of history working in the financial industry (since 1996), primarily in the area of tax audit and accounting. Her natural inclination to help her friends and family with financial matters has led her to pursue a career as a self-employed financial advisor. She couldn’t be happier than when she is helping her clients meet their financial goals! Her extensive experience with compliance and tax, makes sure everything is done right.
Her practice revolves around developing a solid, long-term working relationship with her clients, growing, protecting and preserving their wealth and finding tax efficiencies. She achieves this through face-to-face client meetings, easy to understand communication and prompt, professional service, from both her and her staff. She values the fact that her clients feel comfortable from the first meeting and refer their family and friends because they know they will receive the same excellent treatment and advice.
Cheryl graduated with her CGA in 2002 and became a CPA (Chartered Professional Accountant) in 2015. In 2014, she left the accounting profession, achieved her Mutual Funds License and Life Insurance License (LLQP) and opened the doors of Bloom Financial Advisor.
Cheryl grew up in Langley, BC, and currently lives there with her husband and two sons. Cheryl enjoys budgeting, investing, knitting, CrossFit, watching her sons’ sports and spending time with family (not necessarily in that order). Anyone who knows Cheryl knows that her dogs come first.
Give Cheryl a call to help you sow the seeds of financial security.
IT'S YOUR MONEY...AND YOUR PEACE OF MIND.
WE UNDERSTAND THAT.
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.
To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics or use our Search Tool to find articles pertaining to almost any type of financial situation.
WHAT WE DO
There is a well known saying that goes..."Nobody plans to fail, they just fail to plan". This wisdom rings especially true in the lives of Canadians when it comes to their financial success strategies.
Insurance is very easy to ignore, but the rewards of protecting yourself can be enormous during a crisis. Your insurance needs depend on your situation, and an insurance advisor can help you identify risks you may have missed. Find out how an insurance analysis can help you get the right coverage and avoid expensive premiums.
A financial strategy is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and insurance coverage. Find out how a financial advisor can tailor a custom plan for your specific situation.
Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?” Find out how proper planning can help reduce the overall tax bill for your estate.
Tax planning is not just something that takes place in April. Every day, you engage in financial transactions that are taxable. Some taxes cannot be avoided, but others can be reduced or eliminated altogether with careful planning. Find out what tax planning looks like for you.
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for retirement planning success.
Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash in your account will determine your long-term rate of return. Find out if your risk level is too high and if you’re on track to meet your goals.
WE CAN HELP YOU PLAN
PROTECTING YOUR FAMILY
YOUR CHILD'S EDUCATION
RUNNING A BUSINESS
130-2655 King George Blvd.