Wealth Planning With a Purpose
Wealth Planning With a Purpose
As a Baby Boomer myself, I understand the numerous responsibilities you face on a daily basis: supporting your children, paying for college, caring for aging parents and balancing careers, all while adding to your nest egg and planning for your own retirement. Doing all of this – and doing it well – can be daunting, even overwhelming.
As a successful professional, I have learned that my time is best spent doing what I do best, and partnering with other professionals whom I trust and respect. A good professional relationship can remove the guesswork, improve results and expedite progress, while eliminating the emotional obstacles that often create unnecessary challenges.
Therefore, my true value as your financial advisor is to become a sounding board where you can openly discuss the challenges and issues you are facing, and feel comfortable exploring opportunities and solutions. My goal is to help you understand that money should not be feared or create anxiety or become a chore. Your money is a tool you can utilize to create a fulfilling and purposeful life.
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Thoughtful advice craftedjust for you
Collaboration reveals your needs, wants and wishes
Your goals become ours
- Wealth Enrichment Financial Group 3000 Langstaff Road Upper Level Unit 17 Vaughan, ON L4K 4R7
- T 905.482.8393
- F 866.436.4625
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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