John Buckley
CFP - Ten Star Financial Inc.
"Building Financial Independence With Someone You Can Trust"
As an independent Financial Planner with Ten Star I have the advantage of not being tied to any one company product line and can choose the best product alternatives for my clients.
When discussing investments I will assess your risk tolerance, investment timeline, types of investments, including, balanced portfolios both within asset classes as well as geographically.
Insurance is a basic part of Financial Planning. I will assist you to determine what is required to protect you and your family for loss of income whether by death, disability or a critical illness. As well, many clients use insurance to ensure their estate remains intact so that CRA doesn’t become a 50% beneficiary of your hard earned wealth.
I pride myself in my ability to educate my clients and endeavour to broaden their knowledge of finance.
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