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Reviews, get directions and information for Spectrum Financial Strategies Inc

Spectrum Financial Strategies Inc

About

Guiding you along the financial path to the ultimate realization of your Dreams is our mission, our passion and our strength.

Story

Certified Financial Planning Professionals - Richard S. McCaw, CFP, CLU, Ch.F.C., EPC and Karen M. Roy, CFP, EPC, FLMI will walk you through each step of our Dream Path Journey process to identify, evaluate and design an individualized plan to help you achieve what is most important to you and your family.

Be sure to visit our website www.spectrumfinancial.ca for more information.

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Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Spectrum Financial Strategies

Address: 339 Huronia Rd, Barrie, ON L4N 8Z1, Canada
Phone: (705) 725-0562
ac.no.laicnanifmurtceps@nerak
State: Ontario
County: Simcoe County
Zip Code: L4N 8Z1



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Reviews
Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of. Karen was patient and explained everything to me in detail - in terms that were plain english! I recommend Karen to anyone who I know that has a special needs child or any other financial questions. Its nice having someone who is professional but it feels like I am talking to a friend!!
8 years ago (17-07-2017)
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