TRIO Financial Planning & Desjardins Financial Security Investments Inc

2 recommendations and reviews from 1 person

Recommendations from Vickie S.

• Referral from May 1, 2017
  

  Katie O. asked:

  Looking for recommendations for a financial planner. Thanks :)

  

  Vickie S. replied:

  Katie I would be happy to speak with you to explain my experience and process 613-288-2500 is my office number

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• Referral from February 2, 2016
  

  Jacki L. asked:

  Hey LWL: Looking for some advice. Hubs is a member of OMERS, I am not, because I am only a contract employee. I have the option of paying into his OMERS. The city does not match my contribution, but we would still get the benefit of building our OMERS account. We're trying to figure out if that's a better option than putting that money into RRSPs. Anyone have personal experience doing this that you can share? Is this where a financial advisor would be helpful? (But can we afford one? And from what I've read, we want an independent advisor....) Thanks ladies!

  

  Vickie S. replied:

  Hi Jacki I am an independent advisor with many years experience. Please feel free to check my credentials at www.triofinancialplanning.com I would be pleased to help.

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