Financial Security Advisor
John Doe is a tax and financial advisor who believes in helping clients with comprehensive financial services with an emphasis on tax planning and preparation, individual retirement, investments and insurance.
He combines personal attention with a focus on strategic, tax-efficient financial planning and over 10 years of experience in the tax and financial services industry to help his clients achieve financial prosperity. The ability to be a full service provider of financial needs allows Marco to create seamless and convenient experiences for his clients.
Prepare for your financial future this Chinese New Year
Jan 15, 2022 - Canada Life
Chinese New Year is a celebratory time involving family reunions and gift-giving between families, friends and business contacts. It’s also a time for one to reflect on the past year and prepare for the new one....Read more
How to set your financial resolutions for the New Year
Jan 01, 2022 - Canada Life
Looking for a New Year’s resolution? Consider your financial goals as part of your plan for 2022...Read more
Be your own Secret Santa this year
Dec 22, 2021 - Canada Life
Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...Read more