Branding Shoot: Erica Rutgers Investment Advisor (DeThomas Wealth Management)

This Business Spotlight features Erica Rutgers, an Investment Advisor at DeThomas Wealth Management (Windsor, Ontario). She’s a caring and down-to-earth advisor who believes financial planning doesn’t have to be intimidating—it just starts with small steps and clear goals.
(www.dethomaswealth.com)

Q. Why did you start your business/profession?

A. My parents taught me about investing at a young age when I first started working. Through the years, I saw the benefit of investing just by starting small, a portion of my paycheque each month. Since then, I have always wanted to help others to do the same.

Q. What do you offer?

A. Our services include comprehensive financial planning, including investment, insurance, tax and estate planning. Our role is to eliminate worry for clients by understanding what their needs and goals are, such as ensuring they have enough money for retirement, taking vacations, leaving a legacy, and to implement a plan that will reach those needs and goals.

Q. Why did you want photos?

Personal finances are private and can be intimidating, however it is so important to understand your financial situation today to ensure a secure future. My hope was for the pictures to show my true self which is caring and down-to-earth and reflect my sincere desire to help people with all different financial situations.

Q. Your best piece of advice:

Set goals for yourself. Planning for your future can feel overwhelming, but as in all things in life, start small and build from there. Block out the noise and stay with the plan.

😀 When’s the last time you loved photos of yourself? Let’s chat!

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📸 🎤And as a note to my fellow PHOTOGRAPHERS — I’m excited to share that I’ll be speaking at Mastery Summit for Photographers (along with 25+ other experts in the industry). Tickets are FREE, and you can grab yours through the link here!