Videos of clients we have helped with personal finances
We love helping our clients custom design the blueprint of their Financial House. Let us build or rebuild your Financial House the right way and get your personal finances on the right track. Contact us today for a free financial assessment.
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Even though you have a Will and Power of Attorneys in place, if you don’t have any idea of what financial assets you and your spouse have, you may be missing out on tens or hundreds of thousands of dollars. Watch Rachel’s emotional story here:
We are honoured to be the professional financial advisors to Rachel, Joan and Adrienne. Our mission is to educate and develop relationships with our clients and guide them every step of the way regarding personal finances.
Rachel, Joan and Adrienne talk in this testimonial video about how Blackmore Levy Group helped them with their personal finances. Prior to meeting Joanna, these three ladies were not confident in how to handle the financial aspects of their lives. As Joan says, “For whatever age you are you need someone to guide you…..”
When you’re young, you don’t think about death. Adrienne’s powerful story about what happened to her when her husband suddenly passed away at the young age of 46, sheds an enormous spotlight on the difficulties a surviving spouse can encounter when personal finances are not in order. Do you know what happens if your spouse dies without a will?
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