Angelo Bucciarelli, CFP®, EPC
Certified Financial Planner
My mission is to build a financial security plan tailored to help meet your specific needs. I am dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.
Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.
I'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, I'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.
I know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact us and I can set up a time to meet. I can discuss our services, review your specific needs and address any questions you may have. Contact today.
Contact Us Today
Contact Us Today
Your money is safe in Canadian banks
Mar 17, 2023 - Canada Life
Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...Read more
4 tips for managing finances with roommates
Mar 15, 2023 - Canada Life
Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....Read more
Understanding the gender pension gap
Mar 08, 2023 - Canada Life
The gender pension gap means that women are at an increased risk of living in poverty in old age...Read more