David Beckett. He still is. He inspired me to strive for greater career heights. He cares for his clients and is successful because of this.
Find out how to become a member
– Cash Flow Management My father – His dedication, passion, conviction, honesty and ability to help others are reasons he is my greatest influence in life. Listening is more important than speaking. Completing my Certified Financial Planning designation while running my business on a full time basis. A 2 year commitment that brought tears of frustration, exhaustion and joy when it was completed, I wouldn’t change a thing. It allowed me to take the next step in my career and further my education to help others. “Knowledgeable; Always available; Considerate of our needs; Explains in layman terms; Very sincere; Put us on the right track to early retirement”. – Julia G. (Educator)Investors Group
– Debt and Mortgage Consulting
– Retirement Planning
– Estate Planning
– Tax Planning
– Education Planning
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I help individuals, families and business owners grow their net worth, protect their lifestyle and provide a legacy with peace of mind.
Do you have any questions about our networking group? Fill in the contact form below.
Become a member of Burlington’s next generation of business professionals:
We meet on Thursday mornings at 8am at
Holiday Inn Guelph Line
3063 South Service Rd.
Burlington, Ontario,
L7N 3E9
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