Everybody needs to make sure they carry enough insurance to help protect their families, employees, and assets. With the right strategic plan in place, you can help protect your family against financial loss due to illness, disability and death.
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
Everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice. I believe that personalized service is essential when matching clients with the right financial security products and services.As a Financial Security Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.
Scott has been an Associate Consultant for over 3 years. Scott focuses on clients’ financial and investment needs with a long-term approach to investment planning. Scott also has extensive experience in the area of small business, with a focus on taxes, succession planning and mobilizing capital within companies tax effectively. His background, education and training enable him to offer a full range of services and advice to clients.
Bridget LeBlanc joined BBL Financial in 2008 as our Event Coordinator. She has worked in a customer service support role since 1999 and in accounting roles since 1995. Bridget has a proven track record for exemplary customer service and support.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.Thank you.
Copyright © 2024 BBL Financial. All rights reserved.
