All Canadians benefit from access to expert help in building a financial plan and tackling financial challenges . The program is timely given that nearly one in six  Canadian families have a net worth of $0 or less and nearly one in four have no financial savings or investments at all. Currently, there are few source of trained and qualified support available to people on low-income seeking help to manage financial problems and build a sound financial plan.

 

We are pleased to be part of this innovative initiative. Financial coaching is a valuable addition to the services we provide to residents seeking employment and represents a proven way to strengthen their overall financial well being.

If you have a passion for helping people  achieve their dreams through smart wealth management, consider joining our team. If you're interested in working with an energetic, knowledgeable, and dedicated team of wealth managers, we invite you to connect with us. We look forward to starting a conversation with you.

Jose Gonzalez

  • Auto/Home insurance

  • Debt consolidation

  • Long Term Care

  • Mortgage loans

  • Health Insurance

  • Life Insurance

  • Investment

Jose Gonzalez

Brandon King

  • Auto/Home insurance

  • Debt consolidation

  • Long Term Care

  • Mortgage loans

  • Financial Needs Analysis 

Carmela Rejolio

  • Auto/Home insurance

  • Debt consolidation

  • Long Term Care

  • Mortgage loans

  • Health Insurance

  • Life Insurance

  • Investment