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
Please join us as we explore and discuss some of the major Residential Real Estate development projects that are planned or underway in Bradford West Gwillimbury. Open to all Developers, Real Estate experts, Construction, Trades people, Financial Agents and Public Officials. Gain insight into some of the projects facing our growing community while adding economic vitality to our region. Meet with your fellow Residential Sector businesses and solidify your professional network within our community.
A complete list of all attendees, plus BBT members who are unable to attend will be given to all in attendance.
Single, Title Sponsorship is available for *$500; first come, first served: SOLD! Appear on all promotions, posts and discussions relating to the event. As well, the opportunity to present at the event (10 minutes).
Ticketed Event: *$20 for BBT Members, *$25 for Non-Members. Summer Brunch included The Club At Bond Head, Cerswell Room
Special Golf Rate: *$66.00 per golfer, includes mandatory golf cart. Golf must be booked by Monday, August 6th at noon – payment due at the Pro Shop the day of the event.