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
Why you should choose a beneficiary
Sep 21, 2023 - Canada Life
Choosing a beneficiary is an important part of your financial plan...Read more
What are real assets?
Sep 19, 2023 - Canada Life
Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...Read more
What’s the difference between mutual funds and segregated funds?
Sep 18, 2023 - Canada Life
Mutual funds and segregated funds are both investment options, but they have some key differences...Read more