Spera Financial
Share
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Spera Financial, Consulting Agency, Toronto, ON.
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]
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]
Click here to claim your Sponsored Listing.
Category
Website
Address
Toronto, ON
M4P1E2