Some advisors are able to offer different types of investment products.
I don't sell financial products
Investible Asset Range: Not applicable
Years in Business: 22
Hello, Josie here! I've been with the agency since 1999 and I am a Certified Credit Counsellor and Financial Coach.
I counsel at our Mississauga and Oakville office locations.
People know me to be a good listener; someone who is personable, knowledgeable and non-judgmental. I'm the best friend you can talk to about money who won’t judge you. I always provide my clients with expert financial advice, as well as their best options when it comes to dealing with whatever financial issues they might be facing. I work very hard to earn my clients’ trust because I understand the work it takes people to rebuild their financial lives.
2 Robert Speck Pkwy