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Introduction
In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were a little above their price range. I knew that their choices were about to put them into debt, and I wasn't comfortable with that.
Within 6 months from that time, I found myself changing careers. I knew I enjoyed problem solving, I knew I enjoyed working with numbers, but above all I knew I wanted to help people. That's how I became a financial planner.
As my client base grew, it became evident that I was focusing on two groups of people - retirees and real estate agents. With that knowledge, I began focusing my training on those groups to better plan for them.
Within 6 months from that time, I found myself changing careers. I knew I enjoyed problem solving, I knew I enjoyed working with numbers, but above all I knew I wanted to help people. That's how I became a financial planner.
As my client base grew, it became evident that I was focusing on two groups of people - retirees and real estate agents. With that knowledge, I began focusing my training on those groups to better plan for them.
Contact Info
Address:
1357 Majestic Drive
Burlington
Ontario L7M 1G4
Canada
Burlington
Ontario L7M 1G4
Canada
Tel:
(519) 362-0468
Website:
https://www.boldbarrel.ca/
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 9:00AM | 5:00PM | ||||
| Tuesday | Open | 11:00AM | 7:00PM | ||||
| Wednesday | Open | 9:00AM | 5:00PM | ||||
| Thursday | Open | 10:00AM | 6:00PM | ||||
| Friday | Open | 9:00AM | 5:00PM | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||


