Spera Financial

Spera Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Spera Financial, Consulting Agency, Toronto, ON.

09/01/2011

We utilize 2 meetings to assist clients make an informed & considered decision on the selection of their advisor.
FIRST MEETING to
Discuss financial & other life goals
Collect data
SECOND MEETING to present
Preliminary financial, estate, tax & retirement planning data
Feedback on current investments
Then clients can decide if we can work with them effectively.
To arrange a no cost no obligation meeting, contact
Douglas Lamb CA CFP
Spera Financial
[email protected]

09/01/2011

We utilize 2 meetings to assist clients make an informed & considered decision on the selection of their advisor.
First meeting to
Discuss financial & other life goals
Collect data
Second meeting to present
Preliminary financial, estate, tax & retirement planning data
Feedback on current investments
Then clients can decide if we can work with them effectively.
To arrange a no cost no obligation meeting, contact
Douglas Lamb CA CFP
Spera Financial
[email protected]

Address

Toronto, ON
M4P1E2

Website

Alerts

Be the first to know and let us send you an email when Spera Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category