|
Hello
I am a CERTIFIED FINANCIAL PLANNER® in Hamilton, ON. I am also a PhD graduate and former education professional with degrees in Spanish literature. I like to think that I am a little like Batman – a financial planner by day, a literature fanatic by night. Okay, I am not fighting crime or using cool gadgets and vehicles, but I still have some pretty exciting adventures and it is my goal to help you do the same. I firmly believe that making a successful financial plan with my clients is a cooperative undertaking, which requires dedication and input from each side. I am also aware that everyone has different ways of absorbing information, so I make sure to tailor my teaching style to fit the needs of my clients. My job is to help guide you along the way through the various phases of your life to ensure that your financial plan continues to grow and change as you do so that your dreams and objectives are always met. If you have any questions you can click on the button below or email/call me. Looking forward to meeting you soon. 
|
CFP®, Certified Financial Planner® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP Marks in Canada, through agreement with FPSB.
What Clients are Saying
|
"Tara is a very impressive and dedicated financial advisor. I am sure her existing clients already know this, but more people need to know about her!"
-J.D. |
"Tara was so incredibly attentive and knowledgeable with my questions. I was really blown away with the service she provided me! I plan to continue to do business with Tara for a long time in the future."
Anonymous |
