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Autres Placements near Perth ON (109 Result(s))
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St.Thomas' preferred insurance broker for business insurance, life insurance, home and auto insurance. Family-owned since 1914, voted St.Thomas' Favourite Insurance Broker by the 2013 myFM Spirit of St.Thomas Awards & Top 3 Finalist for Brokerage of The Year 2014 for the Insurance Brokers Association of Ontario. We are team of trusted advisors educated and uniquely trained to provide an exceptional client experience.
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.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has all your Personal and Business Banking needs covered.
Mainspring Financial Group Ltd. is a team of experienced professionals focused on helping you achieve your investment and insurance goals. Based in Perth, our expertise includes RRSPs, RESPs, mutual funds, life insurance and GICs. Please visit our website for additional information.
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.