Financial Planners near Oakville

“I am a retired, 38 yr veteran school teacher in PBC. My husband and I are quickly turning 65 and had many questions about Medicare; in particular, how to turn off my UHC insurance (though my pension w/subsidy) and how to get a secondary insurance. Words can’t describe how grateful I am to have Chris call me during my anxious time of need. He was willing to come to our home as it’s difficult for my husband to travel. Chris was so patient answering ALL of our questions. He is knowledgeable, kind and people friendly…not to mention he loves dogs too! ? Between both my husband and me, Chris was able to save us $800/mo that we are paying out at this time for our insurances. Did I say earlier that I was grateful? You bet, and you can bet he will help you too, 1000%! Thank you Chris! ?“

“I highly recommend Sheena! We recently worked with her on obtaining new life insurance policies and she made everything so easy and simple for us. She is clearly highly knowledgeable in her field and make recommendations that genuinely make sense for you personally. Very professional as well as down to earth and easy to relate to.“

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“Very clear and professional communication of information was encountered throughout the formation procedures.“