A financial Planner analyzes your specific financial situation as well as your goals for the future. He (or she) then offers solutions and advice to reach those goals as well as possible, based on your needs and your budget.
I am a commission based advisor. I do not charge you anything for my professional advice, recommendations and/or analysis. If you choose to work with me, I am compensated by the companies that I use to help you. They do not charge any up front fees as well.
I am a mobile advisor so I come to you! If distance is a problem for me (North Bay as an example), Zoom is an acceptable option. I am licensed to do business in Ontario and Alberta. Additional provinces may be added if needed.
No! We all start at zero so no matter where you are in life, I am happy to offer advice.