Stratford, ON
I offer holistic Financial Planning. This includes reviewing things like your mortgage, insurance coverage, investments, and present and future planning.
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What do you love most about your job?
I love getting to connect with and help people build wealth and gain clarity on their financial journey through life.
Can you provide your services online or remotely? If so, please add details.
Yes, I can provide services online and remotely. I use Teams usually, but I'm happy to use whatever is best for the client.
Financial Planning
Life Insurance
Disability Insurance
Critical Illness Insurance
Accident & Sickness Insurance
Investments
Mortgages