Three Hats Financial - Harbourfront Wealth Management
Share
We help you to enhance your Return on Life™ and wealth by planning for an enriched today & tomorrow. We wear 3 hats with every client relationship:
1.
We take a lot of pride in being engaged partners in your life story and helping you along your journey to a better life, not only a higher net worth. Lifestyle Pursuits: Imagine being well understood by someone before they give you advice. Your “why” guides you and it guides us. When we understand your story, we get financial planning right.
2. Money Mindset: Your personality influences your deci
Click here to claim your Sponsored Listing.
Our Story
In my previous career as a first responder, nothing was more difficult than responding to calls where people had woken up that day and thought they had the rest of their lives to live but would never return home. This taught me to live and plan for now, not just for tomorrow since tomorrows are not guaranteed.
The Transition:
After 15 years as a firefighter and having always had a keen interest in finance, I decided to wrap up my career and start my own financial planning business in 2008. It wasn’t the best year to enter financial services, but it’s been a wonderful journey.
My passion has evolved to helping people with what I call Lifestyle Finance and helping couples enhance their Return on Life™. I wear three hats in every client relationship with the first one, Lifestyle Pursuits, being the most important because of the impact it makes.
Location
Category
Address
200/5045 S Service Road
Burlington, ON
L7L5Y7
Opening Hours
| Monday | 8am - 4:30pm |
| Tuesday | 8am - 4:30pm |
| Wednesday | 8am - 4:30pm |
| Thursday | 8am - 4:30pm |
| Friday | 8am - 4:30pm |