“To inspire you to live your best life possible with the money you have. I do this by helping you make wise financial decisions, so that you may enjoy peace of mind by Creating Footprints to Your Success.” – Pat Magliaro
Magliaro Financial Planning … for over 25 years 1991 – 2016 – Please don’t keep us a secret – providing Advice Your Way, virtually, telephone or in person.
Insurance and investment services, specialized in SRI since 2012.
As a financial educator and consultant , Lynn helps socially conscious people make values-based investment and philanthropic decisions that allow them to make a far bigger impact than they ever thought possible. As author of Retire Abundantly and host of Mindful Money Management radio show, thousands around the world have been motivated to make a difference. By helping Canadians multiply thier influence Lynn and her team have shown Canadians how to redirect more than $10 million of thier social Capital (also known as taxes) to causes they care about and it is their goal to make it $100 million.
Wonder if you can ever buy a home?
Hope to retire one day or improve your retirement?
Experienced a life change that significantly impacts your finances, positively or negatively?
Receiving disability benefits and wonder if that’s all there is?
You likely have questions.
That’s where I come in. I listen. I ask questions. By clarifying your goals, wants, needs, and resources, I create an individualized financial plan to help you achieve your vision.
Want to see what you can achieve financially? You may be surprised!
We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations