Minimum account size: $100,000+
Pat Magliaro
“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.
Michael LeBlanc
Jennifer Gunning
BRIAN WARD
By Design Financial Services specializes in creating tailor-made financial strategies and plans regardless of the size or shape of your financial situation.
Stephane Morteau
Mission and Value:
Simplicity | Listening | Solution
Our mission is to listen to you, explain financial concepts in plain language and develop strategies and solutions suited to your needs.
I have been working in the financial industry since 1988 and I have been a mortgage broker with Hypotheca, Agence Hypothécaire Inc. since 2001.
My team and I will revise your customized plan on an ongoing basis to help you meet your life goals. This is an ever-evolving process, because life is a unique adventure.
“Hope is not a strategy…”
Joanne Shaw
As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.
Michelle St Arnault
For more than 33 years, Michelle has been helping individuals and families achieve their financial planning goals by providing advice in all areas of financial planning.
In addition to her current role as advisor, Michelle has experience in numerous positions within the industry including:
Dealer Partner/Director
Branch Manager
Provincial Compliance Officer
Michelle works with and is supported by industry professionals and specialists, and by her husband and licensed assistant Dennis St. Arnault.
In her spare time Michelle does a lot of gardening and laughing at her cats, Chico and Teddy.