Cheryl Abbot, Founder and Principal of Bloom Financial Advisor, since 2014. Cheryl has decades of history working in the financial industry (since 1996), primarily in the area of tax audit and accounting. Her natural inclination to help her friends and family with financial matters has led her to pursue a career as a self-employed financial advisor. She couldn’t be happier than when she is helping her clients meet their financial goals! Her extensive experience with compliance and tax, makes sure everything is done right.
Her practice revolves around developing a solid, long-term working relationship with her clients, growing, protecting and preserving their wealth and minimizing their taxes. She achieves this through face-to-face client meetings, easy to understand communication and prompt, professional service, from both her and her staff. She values the fact that her clients feel comfortable from the first meeting and refer their family and friends because they know they will receive the same excellent treatment and advice.
Cheryl graduated with her CGA in 2002 and became a CPA (Chartered Professional Accountant) in 2015. In 2014, she left the accounting profession, achieved her Mutual Funds Licence and Life Insurance License (LLQP) and opened the doors of Bloom Financial Advisor.
Cheryl grew up in Langley, BC, and currently lives there with her husband and two sons. Cheryl enjoys budgeting, investing, knitting, CrossFit, watching her sons’ sports and spending time with family (not necessarily in that order). Anyone who knows Cheryl knows that her dog comes first.
Give Cheryl a call to help you sow the seeds of financial security.
Katherine Dayno is and experienced and knowledgeable administrative assistant with Bloom Financial. She provides excellent support to Cheryl Abbot, Founder and Principal of Bloom Financial Advisor. Katherine is a graduate of the Business Administration and marketing Program at George Brown College. A natural problem solver who excels at seeing the fine print, Katherine completed her Life Licence Qualification Program (LLQP) and is currently taking her Canadian Investment Mutual Fund Course.
Katherine is responsible for the smooth operations of the firm, which include administrative, operational and compliance functions. She provides direct support by executing and recording all transactions on behalf of the client. Katherine ensures clients’ needs are addressed fully and promptly. She plays an integral role in making sure Bloom Financial Advisor operates smoothly and efficiently.
Katherine grew up in Toronto, Ontario and is a super fan of the Toronto Raptors basketball team. Even before they became champions! She also enjoys spending time with her family, including her son, cooking and watching sports.
If you need to schedule an appointment, or ask a question on your account, she is ready to assist you!