I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.
Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here’s the information we’ll need for both you and your spouse:
Salary or income, investments and insurance amounts
The Bradford Board Of Trade and Holland Marsh Growers Association are proud to host our Meet The Candidates event. Come out for an evening to meet your candidates in the upcoming provincial election. Discuss their platforms, hear their responses to publicly submitted questions & make your choice on election day: Thursday, June 7th, 2018. #BWGCandidates