at Suite 280, 50 Sportsworld Crossing Road, Kitchener , N2P 0A4 Canada
Helping people make informed decisions is my motto. Whatever your goals are, short or long term, my goal is to help you achieve them.
I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each financial security plan includes: - Gaining a clear understanding of my clients’ goals and dreams - Analyzing their situation and identifying gaps - Building a financial security plan to help them achieve their short- and long-term goals - Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs
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Jonathan E. Convoy, Financial Security Advisor & Investment Representative is Kitchener based place and this enity listed in Insurance Broker category. Located at Suite 280, 50 Sportsworld Crossing Road ON N2P 0A4. Contact phone number of Jonathan E. Convoy, Financial Security Advisor & Investment Representative: 519-505-3767
Helping people make real choices to achieve their dreams
A financial advisor creating personalized plans to help you realize your goals and dreams.