Welcome to the inaugural episode of Your Financial Plan-It Podcast!
In this episode, you will meet your host, David Vallieres, chief operating officer at Synergy Capital Solutions. Get to know David as he shares his firm’s financial-planning philosophy, how his role as a youth hockey coach influences his work, and more.
In this episode, you will learn:
- About Synergy’s mandate when helping families and businesses
- Who David Vallieres is: his leadership role, financial career, hockey, and family
- David’s best recommendation for clients, family, and friends
- And more!
Tune in now to the first official episode of Your Financial Plan-It Podcast!