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Financial Planners near Row's Corners ON (16 Result(s))
25 King St E, Brockville, ON K6V 1A7
Freedom 55 Financial A Division of London L ife Insurance Company
One of six children, I was raised in Brockville, Ontario. For more than 50 years, my family has owned Tait's Bakery.In 1988, I graduated with an Honours degree in political science from Queen's University. Later that year, I joined London Life as a sales
Established in 1989, Leonard Group Financial has evolved from a sole proprietorship to its present form as an incorporated wealth management company. Our highly qualified team of professionals has over 50 years of combined experience in the financial security planning industry.We keep client information strictly confidential, and pride ourselves on the high level of service we provide. Based in Eastern Ontario, the Leonard Group Financial team specializes in offering thoughtful, creative solutions to help individuals and business owners transform their financial destiny. Our professionals have access to the expertise of product, tax and estate planning specialists. We are well positioned to help you design and implement your personal and financial security plans.
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
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:
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
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.
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