Financial Planners near Drummond-North Elmsley ON (7 Result(s))

You've likely heard your friends and colleagues lament that 'all advisors are alike'. They're quick to make a sale, but promises of ongoing communication and regular reviews are quick to fall into the pile of good intentions.

As a certified financial planner, I guarantee that you've come to the right place to become financially fit!Just like many of you, I'm a hard working single parent (three kids) seeking a secure financial future.In the past, I was frustrated with the lack of basic and accessible financial advice geared for the working mom. I began the search for a reliable financial planner. Fast forward over eighteen years and nine financial advisors later – and this is how I got to where I am today.In 2007 I began the journey to become the solution to my own financial questions. I studied and researched all aspects of financial planning. I earned my Life License (LLQP) and my Mutual Fund License. In 2011 I earned my Certified Financial Planner Designation (CFP) and I have just successfully written my Mortgage Agent License.

We believe it is very important to provide our clients with the clarity they need to make the best decisions for their financial goals and financial security. We take the time to understand our clients' dreams and goals, expectations, tolerances and preferences. We believe it is critically important that we have the insight we need to draft and design the most appropriate recommendations. Most planning services fall under the following headings:

Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.