Finance Monthly - Global Awards 2021

FINANCE MONTHLY GLOBAL AWARDS 2021 31 What has the COVID-19 pandemic taught you? That we need to take it seriously. My husband, daughter and I were diagnosed with COVID-19 last year and it is very real and very scary. It’s brought the importance of how precious every moment we have is. How much our relationships matter and how important it is to have those support systems, both at home and at work. Peace of mind that we will survive this and become even better people when this pandemic passes - because it will. Initially, when the pandemic was announced and everything shut down, there was fear and anxiety for everyone on the planet. It touched every person in the world. We had to bring up our customer service to a completely different level than ever before. We work with people’s hard-earned money and assets. It is a huge responsibility and we take that responsibility extremely seriously, so we made sure to call each and every one of our clients to offer support and provide them comfort in knowing that their financial plans remained safe and in a good position. Now, doing this from our homes at the time was a bit of a challenge. Setting up home offices at a moment’s notice and using Zoom for communication required some adjustment, but our clients are grateful for it and in the end, so were we. We made sure to take care of our clients during one of the most vulnerable times in our history, and in return, they referred us to more people to help. We all got through this together and continue doing so. This year in so many ways has been a complete miracle of persistence and finding joy in every precious moment. What do you hope to accomplish in the future? I want to continue to grow the Copia team so eventually, they take the firm well beyond in the years to come. I’d like to keep growing our Podcast Ways To Love Your Money, bring on more guest speakers and complete my next book. I want to continue working with individuals as a Money Coach to discover their fears and anxieties about money and to conquer them and find more ways to educate on the importance of having a knowledgeable relationship with money. Personally, I am finding more ways in which I can spend more time with my husband Carl, our family and our two chocolate labs. What does this award mean to you? This award is an honour and privilege to receive. I have been blessed with a very unique gift that allows me to help educate and counsel people to have a profound long-term relationship with their finances for their lifetimes. This is my passion and my purpose. Changing people’s lives for the better and giving hope where there was no hope before is what motivates me each and every day. There is no cookie-cutter approach for this. It must be unique and detailed to what our individual goals are. This award validates the integrity and attention to detail we give to each of our clients, that we have the privilege of working with. It is a long-term journey and as our lives change daily, our plans need to adapt daily as well. We need clarity and a clear vision to create the life path we want personally and financially. Having respect for money and hard work to build, protect it, spend it and pass it along for your legacy is so precious and so important. We have a responsibility to ourselves and those we love. This award is a true honour and compliment to my Copia Team and the clients we serve. It’s priceless!

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