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
This year’s theme for our Gala is “Paint The Town Red” Welcome to the 2017 Bradford Board Of Trade, Business Excellence Awards. The BBT is excited to host another year of recognizing business excellence within Bradford West Gwillimbury. It is through engaging the public in acknowledging the businesses they’ve come to rely on, to thank […]