Are you prepared for life’s twists and turns? Do you worry if you have money in retirement?
I am a Certified Financial Planner, and a Financial Advisor with Serenia Life for more than 20 years. I integrate faith and finances with kindness, compassion and expertise. Whether you are just starting out, or need a breakthrough through the confusion, I can help guide you through life’s financial seasons, every step of the way.
I use GPS (Goals, Plans, and Systems) to create a financial roadmap including insurance protection, investment management and planning for retirement, to help you enjoy peace of mind, knowing you’ll have money when you need it.
What to expect? The first step is “Building Alliance”. Schedule a free consultation via Zoom, in person or by telephone to discuss your financial situation. Second step is “Laying the Foundation” by analyzing and implementing your goals. The last step is “Empowering Contentment” by regularly monitoring your life plan.
Don’t leave your financial future to chance. Be empowered with financial confidence. Your Goals. We Plan. Together. Call today to schedule your free consultation. 613-963-1616 jjehu@serenialife.ca
GJS Business Financial Services (GJS) is led by Gary Schweyer (CPA, CA), an experienced financial leader and problem-solver with demonstrated success in aligning financial resources with strategies resulting in optimum business and financial performance.
Gary Schweyer is also an Advanced Certified QuickBooks ProAdvisor
GJS’s goal is to provide a full suite of financial services to all types of businesses, with flexible arrangements at an affordable cost.
GJS’s focus is primarily on small businesses and ensuring client satisfaction, by providing high quality financial services at competitive prices delivered accurately in a timely basis.
GJS Business Financial Services also provides additional consulting services to our small business clients, and to any sized organization on an as needed basis, at affordable competitive rates.
Client satisfaction is our number one goal!
Dee’s Bookkeeping Services provides bookkeeping for small Business Owners and Non-Profit Organizations that comes to your location if required, on your schedule and your terms.
We work hard to earn and keep your trust by being accurate, flexible and committed to you.
We offer bookkeeping input, bank reconciliations, CRA remittances, HST, Payroll, WSIB, T4’s and T-4 Summary, Financial Statements and we can assist you with Budgets if required.
Whether you require our services Weekly, Bi-weekly, Monthly or Quarterly, we are here for you and your business’s needs.
At Edward Jones, we believe our business is personal . We look at your individual needs first so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for university, reduce your tax bills or ensure you have income cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Contact me today to help develop an investment strategy that makes sense for you.
Discover The Power Of A Personalized Relationship
To find the right investment solutions, you need to work with someone who genuinely understands your financial goals, as well as your life goals. As an advisor with CIBC Wood Gundy, I can provide the expertise you are looking for, while helping you make the most of your financial resources.
D's Bookkeeping provides bookkeeping services for small business owners. We can provide any service weekly, monthly or quarterly depending on your needs, we work with each client to come up with an individual plan so you can focus on your goals and business.