Tailored Dollars

Financial/ Business Planner in Woodbridge, Vaughan

 

Financial Services, Financial Planning, Mortgage Renewal, Mortgage Refinance

ABOUT TAILORED DOLLARS

Woodbridge Financial/Business Planner

 

With a degree in economics and accounting from York University and an innate entrepreneurial spirit, I found my calling in the financial services field. Personally and professionally, I have always been involved in helping people achieve their dreams and enriching their lives.

My personality and skill set are a perfect combination for recognizing each of my clients’ unique needs and matching them with the financial products and services to achieve their dreams.

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Tailored Dollars is an exclusive financial services firm specifically designed to help individuals and businesses formulate a strategy to reach their financial goals with ease and confidence.

  • Retirement Plans

    Interlining

    The material is positioned between lining and outer fabric to provide bulk or warmth. Tailored Dollars is proud to be your all-encompassing financial solutions provider for all your financial servicing needs. You tell us your dreams and we will provide you with a financial road map….

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  • Mortgage Broker

    bespoke

    Tailored Dollars specializes in designing PERSONALIZED-COORDINATED-INDEPENDENT and COMPREHENSIVE financial plans to strategically formulate successful financial blueprints to individuals and families at any stage of their lives as well as businesses at any stage of their professional...

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  • Financial Planner

    seminars

    In my ongoing effort to be a financial resource to you, I will be hosting a presentation where I will be discussing financial issues as they relate to retirement readiness/estate planning/ optimizing cash flow/tax strategies and building your portfolio. the presentation is your opportunity to catch up...

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Looking for a new and exciting career?

Tailored Dollars is expanding! I am proud to offer you a gateway into the financial services industry.

What We Offer?

  • Affordable Licensing Course
  • Expert marketing support
  • Access to 20+ insurance/investment companies
  • Ownership of your book of business
  • World class sales support and technology
  • No experience necessary

If you are looking for a career in the financial services industry, please send us your resume or contact us to find out more information.

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latest blog posts

New Website Under Construction

New Website Coming Soon! We are currently revamping our website. Our new website will be interactive and mobile friendly! Watch this space for updates.

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