I work closely with these people to understand not only their goals for retirement but their fears as well. Together, we create a plan and investment portfolio that can simplify their finances and make the various aspects easy to understand so that they can retire knowing that no opportunities will be missed. I’m looking for genuine people that are serious about their financial well-being and are smart enough to know that knowledge is the key to financial success. They, in turn, are looking for someone they can trust, with the experience and knowledge to provide them with peace of mind up to and through retirement. Someone that they believe is always working with their best interests in mind and will be their first and best contact for knowledge advice when it comes to all things financial.
155 Main Street East, Unit 207,
Grimsby, ON, CA