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Bold Barrel Financial

1357 Majestic Drive, Burlington, Ontario, L7M 1G4, Canada

Bold Barrel Financial
About Bold Barrel Financial

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.

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Hours of Operation
  • 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
Location
Products & Services
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