Financial Consultants à Palmer, Burlington, ON avec horaires d’ouverture, site web
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1357 Majestic Drive, Burlington, L7M 1G4
(519) 362-0468
In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were a little above their price range. I knew that their choices were about to put them into debt, and I wasn't comfortable with that. Within 6 months from that time, I found myself changing careers. I knew I enjoyed problem solving, I knew I enjoyed working with numbers, but above all I knew I wanted to help people. That's how I became a financial planner. As my client base grew, it became evident that I was focusing on two groups of people - retirees and real estate agents. With that knowledge, I began focusing my training on those groups to better plan for them.