at 11 Race Street, Saint Catharines , L2R 3M1
Is financial freedom something you're dreaming about? Are you ready to make your dream a reality?
Stop losing sleep over money. Reduce the burden by saving and investing your money, as well as managing your risk. We'll help you make smart choices by setting short-, medium- and long-term goals, and identifying your priorities. Then, we'll create a customized financial security plan to help get reach your goals. We focus on organizing your finances so you can focus on living your life. Insurance products, including segregated fund policies are offered through London Life, and Aurora Tancock Financial Services Inc., and Investment Representatives Aurora Tancock, Michael Allen, and Carmine Giordano offer mutual funds through Quadrus Investment Services Ltd.
Dr. Mark Meldrum is a professor offering CFA Level I, II and III learning materials which help you master the content. Approved @CFAInstitute Prep Provider.
Advantageous is a young accounting firm delivering exceptional service with innovative ideas and knowledge.
Keep dreaming, but start planning. I work with clients to create a financial security plan to help them achieve their goals at all stages of life.