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.
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.
Expertise
We are fully accredited and skilled professionals. We offer financial advice that is right for your unique situation, whatever that situation might be. Focusing on your needs, your values, and your priorities, we can help you develop a "made-to-measure" financial strategy using a variety of appropriate investment and insurance solutions.
Objectivity
We are fully impartial, we are not tied to any specific products or companies. We do not offer "ready-to-wear" solutions that are so common in the marketplace. With access to investment products from over 80 companies and insurance products from over 20 leading insurance companies, our recommendations are designed to meet your family's and your business' specific financial needs.
Relevance
Navigating through financial products and financial services can be an overwhelming proposition. Our extensive involvement in ALL of the areas that your financial health requires, makes us an ideal financial resource for you. By continually updating our knowledge and keeping up with the latest developments in the financial services industry, all our financial services are tailored not only to your specific needs, but also to ever-evolving market conditions and financial products.
Familiarity
All our financial plans come with a guarantee of a review every 6 months. This is intended to both protect you at EVERY stage of your personal and professional development as well as give you a peace of mind that your plan will never be outdated so that we will be celebrating the realization of your dream together, every step of the way.
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….
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...
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...
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.
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.
-
CONTACT
TAILORED DOLLARSWOODBRIDGE BUSINESS PLANNER | WOODBRIDGE
FINANCIAL PLANNERCONTACT TAILORED DOLLARS
WOODBRIDGE BUSINESS PLANNER | WOODBRIDGE FINANCIAL PLANNER
-
Tailored Dollars offers Financial, Mortgage, Business Startup Services to clients across Etobicoke, North York, Toronto, Concord, Woodbridge, Vaughan, Markham, Richmond Hill, Mississauga, Aurora, Newmarket, Whitby, Ajax, Pickering, and the surrounding areas.
Contact Tailored Dollars - Financial Services Firm in Woodbridge, ON