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.
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?
Your house is built on a solid foundation. At Blackmore Levy we believe your financial house should have a solid foundation too! Once you have a solid foundation it is easy to build the rest of your financial house. A well built financial house will last you forever. Isn’t it a nice feeling to know that in retirement you will have the personal finances to have the kind of lifestyle you imagine? We build relationships with each of our clients and help them every step of the way to build the financial house of their dreams.
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3310 South Service Road, Suite 300
Burlington, Ontario LN 3M6