Bernadette Lehner, Consultant - Investors Group
at 128 Wellington Street West, Suite 103, Barrie , L4N 8J6 Canada
Investors Group reaches far beyond financial advice. We ask about and listen for the true objectives, passions and values of our appreciated clientele.
Address and contacts of Bernadette Lehner, Consultant - Investors Group
128 Wellington Street West, Suite 103
Barrie , ON L4N 8J6
Canada Email
P: 705-726-7836 ext 334 Website
http://www.investorsgroup.com/en/bernadette.lehner/home
Description
Background I believe my 30 years in the airline industry as a Flight Attendant, 4 years in marketing at a retirement community, as well as working in retail and the food service industry give me an ideal foundation for my work as a consultant. Attention to detail, good listening skills and great empathy are symbols of my appreciation for our clients. I am supported by a large team of financial planning experts who specialize in investment, retirement tax and life planning. They help me build long-term relationships with my growing client base and provide excellent customer service. Since moving to Barrie 19 years ago I have been involved with many charity organizations two of them being Seasons Centre for Grieving Children and the Canadian Cancer Society. There is a quote by Winston Churchill which I love “You make a living by what you get. But you make a life by what you give”. I enjoy my life in Barrie with my two children Kyle and Sarah and our 2 cats. What should you expect from me as your Investors Group Consultant? I’m dedicated to working with you to help ensure you achieve your financial and personal goals. Just as no two individuals are alike, every client has their own unique priorities, concerns and dreams for the future. My priority is to work with clients to develop a customized plan that reflects their personal and professional circumstances. Whatever your needs, I look forward to helping you achieve a fulfilling future.
Company Rating
79 FB users likes Bernadette Lehner, Consultant - Investors Group, set it to 26 position in Likes Rating for Barrie, Ontario in Bank/Financial Service category
Summary
Bernadette Lehner, Consultant - Investors Group is Barrie based place and this enity listed in Estate Planning category. Located at 128 Wellington Street West, Suite 103 ON L4N 8J6. Contact phone number of Bernadette Lehner, Consultant - Investors Group: 705-726-7836 ext 334
Bank/Financial Service category, Barrie
128 Wellington Street West, Suite 103 Barrie , ON L4N 8J6 Canada
I work with my clients to establish financial security... however they define it.
250 Bayview Drive-Unit 11 Barrie , ON L4N 4Y8 Canada
For a better services and better advise!
175 stanley street Barrie , ON l4m 0G2 Canada