1357 Majestic Drive, Burlington, Ontario, L7M 1G4, Canada
Established January 2013
In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were a little above their price range. I knew that their choices were about to put them into debt, and I wasn't comfortable with that.
Within 6 months from that time, I found myself changing careers. I knew I enjoyed problem solving, I knew I enjoyed working with numbers, but above all I knew I wanted to help people. That's how I became a financial planner.
As my client base grew, it became evident that I was focusing on two groups of people - retirees and real estate agents. With that knowledge, I began focusing my training on those groups to better plan for them.
No photos have been uploaded yet.
- Sunday
- Closed
- Monday
- 9:00 am - 5:00 pm
- Tuesday
- 11:00 am - 7:00 pm
- Wednesday
- 9:00 am - 5:00 pm
- Thursday
- 10:00 am - 6:00 pm
- Friday
- 9:00 am - 5:00 pm
- Saturday
- Closed
No news or articles are available right now.
Is this your business? Click Here [Listing #266169]