John Doe (Self-branded)

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.

Contact us today

Recent Posts

Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

Read more

4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

Read more

Understanding the gender pension gap

Mar 08, 2023 - Canada Life

The gender pension gap means that women are at an increased risk of living in poverty in old age...

Read more

Events

There are no events to show

There are no events to show