My style is holistic. Your finances are only one part of your life but they need to be viewed in context when looking at all aspects of your life.
I believe in educating clients.
I believe in helping clients achieve their dreams.
I believe that customer service is still in style.
For over 27 years, I worked for two of Canada’s largest retail banks and an insurance company helping clients build and manage their portfolios so they could achieve their goals. For the last 10 years I have been building my practice.
Let’s work together to guide you to a better financial future. It’s my passion.
TD Canada Trust
20 miles
I should have done this a while back! I have recanted my 1 star review and changed it...
RBC Royal Bank
57 miles
Great tellers.. excellent financial advisors.. an all employees are there to help wit...
PACE Credit Union Shelburne
69 miles
Hi , wanted to drop a line saying. How positive my banking is with pace, I find the s... Sun Life Financial
1 km
CIBC ATM
18 km
BDO Canada LLP
18 km
CIBC Branch & ATM
18 km
I enjoy to go to this branch as the staff are amazing. Really informed and customer ...
TD Canada Trust
18 km
I have banked with TD Canada Trust for 17 years and 13 of those years at this locatio... Shaun Sahadeo - TD Financial Planner
18 km
"At TD Wealth Financial Planning, we're committed to helping you build the c...
Hawk Shop
19 km
They sold me a fake silver chain, I requested to see them test it with acid and was a...
Scotiabank
19 km
I always spend so much time trying to see a teller. They are always understaffed. Big... Western Union Financial
19 km
to add Lyngrant Financial Services Inc. map to your website;
