Tax Consultants & Services à Norwood, ON
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2361E County Road 45, Norwood, K0L 2V0
+1 705-639-5473
My role as a Financial Advisor is to move you forward by helping you make informed financial decisions. I have been in practice since 2006 and over the years, my team has applied our considerable skills to integrate all the elements of wealth - investments, tax, retirement savings, estate and insurance - into a written financial plan for every client that makes sense and achieves results. Comprehensive Financial Planning Let's start by assessing what is important to you today and then looking ahead to what your goals are into the future - retirement planning, education planning, insurance and estate protection. Building your portfolio My approach to wealth management relies on a number of factors. I use investor profiling tools to assess comfort and capacity for risk. One person may be very comfortable with the possibility that their investments may fluctuate up or down by 10%, while another may never want to see the value of their investments go down, ever. 
closed, Norwood, K0L 2V0
705-243-4736
Since 1997, Liberty Tax has provided millions of Americans with a brighter way to do taxes. When you file with us, you get access to real tax help from real tax professionals — and the maximum refund you’re entitled to, guaranteed.