Personal finance advice
25
Offer tricks and how to's to properly make the banking system work for your personal finances. From bank accounts to investing to loans and credit cards. Save literally thousands of dollars over time.
1 hour of time.
I can help you get that loan, plan proper insurance, cut your bank fees, give you stock tips.
I can explain what an TFSA is, an RRSP, a RRIF and I can help you sty informed on what is the best vehicle to use and why.
I can even help you do better tax planning and offer some tax loopholes to consider for you and your family.
Training & Qualifications
Worked at a big Canadian bank for 10 years.
Have a chartered financial analyst degree and a bcomm in finance.
I have been doing my personal and business taxes for over 2 decades and do those of others as well.
I typically receive thousands in tax refunds every year as a result of my planning.
While working at the bank I was a personal banker, a business lender, an investment specialist, a bond trader and an equity trader
Availability & Preferences
Evenings and weekends