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 is proud to support local businesses by recognizing excellence within our community. Nominations are gathered from April to September from citizens of Bradford West Gwillimbury. Businesses than accept their nominations in order to be considered for an award. All businesses are then reviewed by a panel of judges online. Judges are unaware of who each other are or assignments. All conflicts are addressed. Judges then meet once the evaluations are complete to discuss the process and to settle any ties, if they are present.
The 2018 BBT Business Excellence Awards Gala theme is “Harvest Ball”. This is a formal to semi-formal event held at the beautiful Cardinal Golf Club, Friday, October 26th, 2018. PURCHASE TICKETS HERE