Listed in Finance & Insurance
- 128 Wellington Street West, Suite #103, Barrie, ON. Canada
- 705-726-7836 ext. 339
- [email protected]
Working together with your goals and concerns, I focus in creating a customized financial road-map to help you reach your financial destination with the assets available to enjoy life to the fullest. Working with Investors Group, you can be confident you’ll have the necessary in-depth information you need to make your most important investment decisions. These may include:
Tax Advantage Planning
Insurance Needs and Group Benefit Packages
It is my mission to build and maintain a clientele of families and professionals who recognize the benefits of expert advice in reaching their long term financial goals. Specializing in full scale financial planning including: short-term (chequing, savings, credit cards), lending (mortgages, loans, lines of credit), income protection (life insurance, accident/sickness, critical illness, long-term care, health and dental, group insurance) in addition to many other products and plans such as RRSPs, RESPs, Tax-Free Savings Accounts (TFSAs), GICs, Annuities, RRIFs, Guaranteed Investment Funds and more.