Certified Financial Planner®SafeBridge Financial Group (Carte Wealth Managment Inc.)Toronto, Ontario
I am a Certified Financial Planner with Safebridge Financial. Who am I? I am your financial coach. I help by filtering out the noise and distractions so you make the right decisions.
In life, we are bombarded with so many different choices and options. Making the right financial decisions can be difficult and at times complicated. I listen first, because it’s about you, your life and your relationships. I will collaborate with professionals to customize and implement tax-preferred financial planning and estate strategies for you, your family or your company.
Why choose me as your Financial Planner? I am a relationship builder. I believe in what I do and I enjoy doing it. I offer you the experience of over 30 professional years. I always bring four special tools; integrity, focus, commitment and adaptability.