Navigator Financial Services Inc. is an independent financial advisory firm. Our focus is to provide our clients with personal and comprehensive financial planning in order to effectively address the issues of wealth management, risk management and estate planning. The professionally-qualified financial advisors and portfolio managers combine strategic thinking with independent advice to assist clients in reaching their financial goals today and tomorrow.
Services
Navigator Financial Services Inc. is an independent financial services company providing retirement and estate planning solutions for our clients. We strive to be excellent at what we do, creating real value for our clients, assisting them to reach their financial goals. We provide our clients with direction, manage their assets, provide superior products and solutions and teach the importance of stewardship in their lives.
Each member of our team has extensive industry experience and education, giving them the knowledge and confidence for effective decision making and efficient implementation. John Kok is the President and Senior Financial Advisor of Navigator Financial. John has over 35 years of experience in the industry and is well-regarded by his peers, staff, associates and clients.
Financial planning is a dynamic process that changes throughout your lifetime. Navigator Financial provides financial advice and guidance through this process. At the onset of our client relationships we develop a personal and comprehensive plan that becomes our "map" to show where we have been and where we are going.
History is littered by many stories of successful people who failed. They were on their way to a great financial future but either failed to heed the warning signs or simply didn't see them coming. One of your greatest financial risks is that your income will cease before you have accumulated enough capital to become financially independent.
The third aspect of our planning is creating your legacy. Although this type of planning is often associated with older individuals, it is readily available for anyone who has the "heart" for this type of special planning. The first step is to identify the people and organizations that matter to you.
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Derek Sim
Dec 15, 2019
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