(905) 238-3535 x 234
Monday to Friday
9:00 a.m. to 5:00 p.m.
Weekends & Statutory Holidays Closed
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How does Jackie add value to your finances?
In her role as a Certified Financial Planner, she helps busy professionals make informed decisions by helping them to see their financial circumstances clearly. This is accomplished by working with her client's “team of advisors” to create a ‘360 Degree’ snapshot of their current and future financial circumstances. In addition, Jackie specializes in helping professionals who are experiencing a life change by receiving a settlement or severance package.