Services offered: Investment management
Pat Magliaro
“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.
Chris Hodgins CFP®, RRC, DFA
Akaash Kalra
Marilyn Michel
Insurance and investment services, specialized in SRI since 2012.
John F Brown
Lynn Whetham
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.
Nahanni Ackroyd
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!