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Finances near Perth ON (48 Result(s))
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.
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.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
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