Financial Design Team Inc.

258 Bayfield St, Barrie, ON L4M 3B7 Get directions »

Phone Number
- 705-252-9010Primary
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Phone Number
- 705-252-9010Primary
Message
Directions
Website

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Details & Description

Everyone has a vision of what their future will look like. I help create a plan to ensure you have the resources to achieve that vision. Listening to you as an individual, couple or business allows me to capture everything that is important to you. I assist in many ways, including budgeting, debt management, life and health insurance, education, retirement, tax and estate planning. more... See more text

Products and/or Services

Health,
Investments,
Life,
Travel,

Products and Services

Financial Planning,
Life Insurance,
Disability Insurance,
Critical Illness Insurance,
Long Term Care Insurance,
Medical & Dental Coverage,
- Group Benefit Plans,
- RRSPs,
- Education Savings Plans (RESP),
- Tax Free Saving Accounts (TFSA),
- GICs,
- Annuities,
- Tax Planning,
- Retirement Planning,
- Budgeting,
- Debt Analysis,
- Pension Plans,
- Mutual Funds,
- Business Continuation / Succession Planning,
more...
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Specialties

Financial Planning,
Life Insurance,
Health Insurance,
Investment Planning,
Estate And Tax Planning,

Languages Spoken

English,

Location

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258 Bayfield St, Barrie, ON L4M 3B7

Useful Information

Opening Hours *Holiday hours

After Hour Appointments Available Upon Request.
Monday	8:30 am - 5:00 pm
Tuesday	8:30 am - 5:00 pm
Wednesday	8:30 am - 5:00 pm
Thursday	8:30 am - 5:00 pm
Friday	8:30 am - 5:00 pm

After Hour Appointments Available Upon Request.
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