Investors Group Consultant Carol Trickett
3179 Wonderland Road South,Détails de l'entreprise
Description
If you are ready to do something different than you've done before, I will help you achieve the financial goals that are best for you and your family.
I believe that every Canadian should be able to stand on their own two feet financially. You never know when life will throw you a curve ball. My husband was diagnosed with Alzheimer's over 8 years ago. I know first hand that the unthinkable could happen to you, because it happened to us.
I take a long-term approach to planning. I believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.
Building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.
Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – I will work with you to develop a plan to help get you there.
Contact me today for more information.
Certifications et associations
RRC, CEA
Catégories
Détails du stationnement
- Gratuit
Langues disponibles
- English
Accessibilité et autres commodités
- Chaise roulante
Heures d'ouverture
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous