A great team consists of characters with great character. They possess a collection of superior skills working together in a common effort. That is the dynamic you get with the Facey Financial team. Our advisors possess both integrity and knowledge.
If you always tell the client what he/she needs to know you will never have to worry about whether you gave them the right advice.
Each team member helps the others get better at what they do and make their job easier. It’s the kind of team atmosphere that engenders loyalty which is why this team sticks together. You get a continuity of service you won’t find at a large firm or a bank. We have a complementary team.
It’s important to present information to our clients in a straight forward, honest and above all SIMPLE way that everyone can understand.
We work to get away from doing what we think people want and get to what they need! We need to get people interested in their finances.
If you like what you do it shows, and this team loves their work. Our recipe is unremarkable, yet it works. We have great people, great infrastructure and an open environment.
February of 1973 was a pivotal time for somebody in Chris Facey’s profession. Interest rates were more than 10% and rising and two years earlier President Nixon had removed the gold standard. The result was a period of tremendous uncertainty. It was a formative time for insurance, financial planning and investing.
The lessons Chris would learn and apply over the next 40 + years are hard won and fortified with the weight of history.
The best part of Chris’s day is the moment when he realizes his firm is doing the right thing for a client, so they won’t worry in the long term. One of his favorite sayings is “If it’s good for the client, it’s good for us.” It’s the strength, integrity and trust we create everyday that makes our team a winning combination.
Chris also believes Facey Financial treats all their clients the same. The gift of Cadillac service to a small client pays dividends when they become a big client.
Chris Facey is a Life Member of the Million Dollar Round Table, which represents the top 1% of financial advisors globally.
Sandra enjoys doing what is right for the client. When you do what’s right, it means you can’t lose. She loves the client interaction, loves the financial side of the business because of her proclivity for numbers. Helping people with their financial futures is important work that Sandra and the Facey team take personally.
Her favourite part of the day is getting to interact with the clients. Each client is totally different, no two situations are the same and it’s that variety that keeps her work interesting.
As a member of the Facey team, Sandra builds trust with clients through her hard work and dedication. A client can expect a continuity of service unmatched anywhere else. You can count on Sandra when you call or drop-by to make sure you are taken care of. That’s something she is very proud of.
If you ask Doug what he does, he’ll tell you he makes sure the Facey team follows the rules of the ever changing financial services industry. Doing what’s right and being compliant for our clients is the number one priority for Doug and Facey Financial. Working with the professional team here allows Doug to confirm all the paper work is there, thus ensuring the best financial plan and service possible.
Doug’s favorite part of the day is after the client meeting because he knows we’ve done the right job for the client and we’ve done it following industry rules.
Doug is a sports nut so the idea of being on a winning team and doing things the right way is something he lives and guarantees EVERY day.
One of the skills Maxine has perfected is being able to recognize her clients voices, even if it’s been a while. It’s just a little thing, maybe even inconsequential to some, however, it’s a detail that means a great deal to Maxine Downey
For Maxine, its all about making sure everything flows properly process wise. Maxine treats all her clients with the kind of respect they deserve.
As a team member at Facey Financial for 27 years, Maxine still loves dealing with clients. She finds the interaction rewarding and refreshing. One of the most important aspects of the business is seeing clients children and grandchildren walk through the door as clients as well.
The responsibility is also the reward as Maxine takes great pride in making sure people can enjoy what they have while it’s protected.
Aaron loves his job. He likes his clients and he loves the work. His favorite part of his day is when he gets to help people straighten out their finances by creating a plan or devising an insurance policy.
When it comes to insurance, most people are afraid of the unknown or they may simply not understand the product they are buying. That’s why it’s so important to talk to someone with the experience that Aaron possesses. Without it, you are going into the wilderness without a map.
When a client has a situation to sort out and stress levels are high, Aaron wants to help set a pathway forward.
Aaron thinks the most beneficial client relationships are the ones where people want to help themselves, where they are vested in a dynamic exchange of knowledge and concepts.
People get in trouble when they borrow and spend. Aaron wants to help you save and invest. For you, your family and your future.