As with any advice you should consult an advisor and see how these tips will fit into your overall financial plan! As usual, if you have any questions, please feel free to contact me at [email protected] or 905.333.4755 ext. 204. I would love to hear your feedback!
Jason A. DeJean,
CFP, PFP, EPC, CPCA
Investment Advisor I Financial Planner
101-5230 South Service Road, Burlington Ontario L7L 5K2
Office 905.333.4755 ext. 204
217
With all goals, bringing in experts is key to your overall success. An accredited financial planner can help with all the steps listed above. What you need to do is find a planner you can trust and with whom you can work. Naturally I think it should be me, but if it’s not I’ve included a link below that can help all Canadians find a financial planner. A good, qualified financial planner can help Canadian alleviate financial stress and achieve better results.
4 STEPS TO FINDING
THE FINANCIAL PLANNER
WHO'S RIGHT FOR YOU
https://www.financialplanningforcanadians.ca/financial-planning/
how-to-find-the-right-financial-planner