Mary-Kate Lee, Financial Security Advisor and Investment Representative

at 126 Wellington St. West, Suit 307, Barrie , L4N 1K9 Canada

1. Bank/Financial Service
2. Bank/Financial Services

Helping people build a strong financial future.

Description

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: living benefits, liquidity, financial security at death and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. Services include: • Retirement Planning • Risk Management: Life, CI and DI Insurance • Wealth Accumulation: Build on your hard earned money in the most tax efficient way • Group Plans: Benefits and Pensions • Mortgages: Great rates! I can help YOU reach your financial security goals and dreams! Restemayer Financial is a Financial Security Advisory Company. We represent Freedom 55 Financial, a division of London Life Insurance Company.

Company Rating

131 FB users likes Mary-Kate Lee, Financial Security Advisor and Investment Representative, set it to 14 position in Likes Rating for Barrie, Ontario in Bank/Financial Service category

Summary

Mary-Kate Lee, Financial Security Advisor and Investment Representative is Barrie based place and this enity listed in Bank/Financial Services category. Located at 126 Wellington St. West, Suit 307 ON L4N 1K9. Contact phone number of Mary-Kate Lee, Financial Security Advisor and Investment Representative: (705)728-5551 ext. 265