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Financial Planner

Looking for a financial planner that will help with sorting out finances! We don’t need debt repayment help and are happy with where our investments are etc.

Just someone who can break down where money should be going and help us sort out things to get us moving up to bigger and better things.

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9 Responses

  1. Monefy is a great app to start budgeting

  2. Marc Bodson investors group

  3. RBC Donminon securities

  4. Sam Guillemette at Investor’s Group!

  5. I also recommend Marc Lelievre at Edward Jones. Very knowledgeable!

  6. Nedine Lair Nedine Lair says:

    Mike Holland…Investors Group on Pine Street. He’s making me money and I’m happy. Also, they send invitations for local events if you are a customer…You can tell him I sent you.

  7. I’d be happy to help.

  8. I would strongly recommend Marc Lelievre at the Edward Jones office on Barrydowne. He really knows his stuff plus is very good with his clients.

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