You can retire Ready - or not. Ready is better!!! Effectively planning for retirement can involve a variety of accounts and investments, including RRSPs, LIRAs, TFSAs, employer-group plans, stocks, exchange traded fund (ETFs), bonds, GICs, mutual funds and insurance. I can help you make sense of it all and develop a long term, diversified strategy for working toward your retirement and financial goals.
First, I work to be knowledgeable about you and your family situation. I work to understand what you want your money to do for you.
Second, I am your guide when you need me. I will help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize gains while minimizing losses.
Third, it's all about you. I want to work with you to build a personalized, long-term strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement.
Now, a little about me. I joined Edward Jones as a financial advisor in 2007, opening the firm’s second branch office in Newmarket. I earned a Bachelor’s degree in Science from Carleton University. In addition, I received the Certified Financial Planner ® professional designation in 2010. My wife, Linda and our three "energetic" children live in Newmarket. I am active in our community through regularly volunteering for the N.M.H.A. in various coaching capacities. I have also been an active member of the Newmarket Chamber of Commerce since 2007.
I work hard for my clients everyday by providing unbiased advice and by utilizing time tested and proven planning and investment strategies. I take great pride in making complex financial jargon easy to understand and communicating effectively with you and your family.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to chat about your situation and to see if we are a good fit.
My Personal Interests
- Coaching Sports
Phone NumberMichael Clarke at (905) 898-6603
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 08:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 08:00PM|
|Fri||08:30AM - 05:00PM|
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