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Jeff Stuart

PresidentWe Listen - Financial Planning SolutionsAjax, Ontario

Our practice focuses on financial planning and working with clients in transition. It's during these stressful times that our services tend to be most beneficial and appreciated. We're all about developing plans that guide our clients to their financial destination.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Insurance Planning Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CHS™ EPC

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Mutual Fund Segregated Fund
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