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Barrie

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Kawartha Pine Ridge and Algoma Districts

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Toronto/York Region

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Halton, Avon-Maitland

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Nigel Goetz

Guelph/Halton

Nadeen Israel

Waterloo, Avon-Maitland

Natalie Adamczyk

Matthew Dang

Durham and Trillium Lakelands

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To help get you prepared for our chat, here’s a few helpful resources from our Learning Centre.

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Planning

Early retirement 101: the 85 / 90 factor – can you retire before reaching it?

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Borrowing

9 tips for getting the most out of your mortgage renewal

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Investing Planning

How to put your financial plan into motion

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