Address: 429 Elizabeth Street
Burlington On.

L7R 2L8
Business Genre:
Short Business Description: Certified Financial Planner|Wealth Management|Tax Planning|Retirement Planning
Long Business Description:

I help busy professionals and business owners achieve their desired lifestyle by providing custom portfolio solutions to generate tax efficient cash flow on corporate investment assets. I have more than 20 years of experience in the industry including capital markets. I begin with a complimentary portfolio review and we meet over the phone/Zoom or ideally in person to discuss your needs and develop a master plan.

Business Website Address: http://www.angelagalergrist.com
Business Phone Number: 905 681 6031