Denise Aston, Insurance/Financial Advisor

Raymond James in Whitby, ON is a financial services firm that offers a range of investment and wealth management services to clients. With a focus on personalized financial planning and investment strategies, Raymond James aims to help individuals and businesses achieve their financial goals. Generated from their business information

CalendarBudget, based in Oshawa, ON, offers a unique approach to financial management with its budget calendar and home budget software. The platform enables users to stay organized by visualizing income, expenses, and spending patterns in a calendar format. With CalendarBudget, individuals can plan for upcoming expenses, avoid financial pitfalls like bounced checks, and even forecast their financial future. The tool aims to provide users with a stress-free budgeting experience, allowing them to feel in control of their finances and make informed decisions. Testimonials from satisfied users highlight the practicality and efficiency of CalendarBudget, emphasizing how the tool has helped them save money, plan ahead, and gain a sense of financial security. By offering a comprehensive solution for budget planning, CalendarBudget aims to assist individuals in achieving their financial goals with ease. Generated from the website content

Christine Rivard - TD Financial Planner, located in Whitby, ON, offers personalized financial planning services to help clients achieve their financial goals. As a planner with TD Wealth Financial Planning, Christine is dedicated to providing clients with fully integrated financial plans that balance current financial circumstances with future objectives and motivations. Whether clients are planning for retirement or starting a new business, Christine is committed to guiding them every step of the way. Christine's focus encompasses four key areas: building net worth by identifying investment solutions tailored to clients' evolving needs, implementing tax-efficient strategies to reduce tax exposure, protecting what matters through expert strategies, and assisting clients in leaving a legacy by effectively transferring their wealth. Through certificates such as CIM®, CFP®, FCSI®, Christine helps clients navigate tax planning, retirement planning, and estate planning to secure their financial future. Generated from the website content