“To inspire you to live your best life possible with the money you have. I do this by helping you make wise financial decisions, so that you may enjoy peace of mind by Creating Footprints to Your Success.” – Pat Magliaro
Magliaro Financial Planning … for over 25 years 1991 – 2016 – Please don’t keep us a secret – providing Advice Your Way, virtually, telephone or in person.
As a financial educator and consultant , Lynn helps socially conscious people make values-based investment and philanthropic decisions that allow them to make a far bigger impact than they ever thought possible. As author of Retire Abundantly and host of Mindful Money Management radio show, thousands around the world have been motivated to make a difference. By helping Canadians multiply thier influence Lynn and her team have shown Canadians how to redirect more than $10 million of thier social Capital (also known as taxes) to causes they care about and it is their goal to make it $100 million.
Wonder if you can ever buy a home?
Hope to retire one day or improve your retirement?
Experienced a life change that significantly impacts your finances, positively or negatively?
Receiving disability benefits and wonder if that’s all there is?
You likely have questions.
That’s where I come in. I listen. I ask questions. By clarifying your goals, wants, needs, and resources, I create an individualized financial plan to help you achieve your vision.
Want to see what you can achieve financially? You may be surprised!
The Vigilis Group is one of the largest independent group insurance and financial services broker in Quebec. Dedicated to professionals and small and medium sized business owners, we help our clients plan and secure their future in an ethical and responsible way.
Vigilis Financial Solutions – helping you align your actions with your values.
We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.
I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.
I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.
We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.
1. ESG research:
2. Evaluation of sustainability projects
3.Corporate development and investor relationship consultancy services