addressalign-toparrow-leftarrow-rightbackbellblockcalendarcameraccwcheckchevron-downchevron-leftchevron-rightchevron-small-downchevron-small-leftchevron-small-rightchevron-small-upchevron-upcircle-with-checkcircle-with-crosscircle-with-pluscontroller-playcredit-cardcrossdots-three-verticaleditemptyheartexporteye-with-lineeyefacebookfolderfullheartglobe--smallglobegmailgooglegroupshelp-with-circleimageimagesinstagramFill 1languagelaunch-new-window--smalllight-bulblinklocation-pinlockm-swarmSearchmailmediummessagesminusmobilemoremuplabelShape 3 + Rectangle 1ShapeoutlookpersonJoin Group on CardStartprice-ribbonprintShapeShapeShapeShapeImported LayersImported LayersImported Layersshieldstartickettrashtriangle-downtriangle-uptwitteruserwarningyahooyoutube

Karen H.

Location:

Etobicoke, ON

Member since:

November 23, 2011

Describe the type of business you are in:

I am always interested in educating others on the importance of financial planning. I am seeking new clients (individual families and small business owners) who want to reduce taxes, protect their income, and plan a long and successful retirement. I conduct information-only seminars as well as provide one-on-one advice at no charge.

Meeting a person in what other businesses would have a significant impact on your future success?

I am seeking incorporated small business owners (3+ employees) as well as professionals (dentists, hygienists, lawyers, doctors, veterinarians, etc.) as I can offer these types of clients the most assistance and positive impact on their business through my expertise in financial planning.

What is an ideal client for you?

Small business owners and professionals Individual clients with young families Mid-age clients approx. 10+ years from retirement Retirees who are not satisfied with their investments and tax planning Higher net worth individuals who require estate planning (cottage,etc.)

How did you find this group?

No answer yet

Introduction

I am a financial planning consultant specializing in helping people with all aspects of their financial lives: mortgages/debt management; insurance for individuals/business­ owners; tax planning (individuals/busines­s); retirement and estate planning.


People in this
Meetup are also in:

Sign up

Meetup members, Log in

By clicking "Sign up" or "Sign up using Facebook", you confirm that you accept our Terms of Service & Privacy Policy