I earned my CFP® designation in 2006 and I aim to educate individuals and families on securing themselves financially. I especially enjoy helping women take ownership of their financial future.
I use an established process that I call "LIFE". I like to say that I walk through LIFE with my clients and build personalized strategies to help them achieve their goals and keep them on track.
I won't disappear when you need me the most.
I have built my business by treating my clients as I want to be treated, a simple idea that still makes sense in today’s complex world.
I continually upgrade my skills and knowledge, to keep current and deepen my understanding of financial strategies. In 2017, I received the Fellow of the Canadian Securities Institute® (FCSI) designation which recognizes high professional standards and significant contributions to the Canadian financial services industry.
I am honored to be the Past-President of the Sault Ste Marie Kiwanis Club and an active with our local Alzheimer Society. Community involvement and being of assistance to others are areas of interest to me. I was raised that volunteering and giving to others is essential in helping to make our community a better place.
Our Branch goal is to provide answers so you feel informed, understood, in control and secure.
Financial clarity is a beautiful thing.
Please contact me to book a one to one appointment at
[email protected]
705-253-7799.
Focus areas
- Retirement Income Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Divorce Finances
- Education Savings Strategies
My Personal Interests
- Spending Time with Family
- Pets
- Volunteering
- Personal Fitness
- Reading
Office Information
Phone Number
Jodi L Nastor at (705) 253-7799- Sharon Coutu
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
- Sharon Coutu
- Branch Office Administrator
Branch Team
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