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Polson Bourbonniere Financial
Planning Group Inc.*
Dundee Securities Corporation
100 - 7050 Woodbine Ave.
Markham, Ontario L3R 4G8
Tel: 416.498.6181 or 905.413.7700
Toll Free: 1.800.263.0120
Fax: 905.305.0885 info@pbfinancial.com
www.worryfreeretirement.com
Ruth Ashton, CFP®
Investment Advisor
Certified Financial Planner
Phone: (905) 413-7710 rashton@pbfinancial.com
Paul Bourbonniere, CFP®, CLU, CH.F.C.
Investment Advisor
Certified Financial Planner
Phone: (416) 498-6181 pbourbonniere@pbfinancial.com
Lydia Bzowej, BA, CFP®, EPC Investment Advisor
Certified Financial Planner
Phone: (905) 413-7703 lbzowej@pbfinancial.com
Allan Kalin, CFP®
Investment Advisor
Certified Financial Planner
Phone: (905) 413-7706 akalin@pbfinancial.com
Derek Polson
Investment Advisor
Phone: (905) 413-7709 dpolson@pbfinancial.com
Kirk Polson, CFP®, CLU, CH.F.C.
Investment Advisor
Certified Financial Planner
Phone: (416) 498-6181 kpolson@pbfinancial.com
Office Hours
Monday to Friday,
8:30 a.m. - 5:00 p.m. |
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| Mortgage and Credit Services Now Available |
As you know, we continually look for ways to ensure that we can help you reach all your financial goals, and save you money! Recognizing that our specialty is financial planning, and knowing that a complete wealth plan goes beyond just this element, we have forged a unique partnership with Dundee Mortgage Services, Powered by Invis.
In our office we can now assist you with:
* Mortgages
* New Home Purchases
* Recreational Properties
* Investment Properties
* Commercial and Industrial Properties
* Cash Back Mortgages
* Refinancing for Existing Mortgages
* Mortgage Pre-approvals with up to 120 Days Rate Guarantee
* Mortgages for Self Employed Individuals
* Second Mortgages
* Mortgage loans up to 95%
* Debt Consolidation Services
* Lines of Credit
Finding the right mortgage has never been more time-consuming, or daunting. With hundreds of lenders out there, each offering their own take on the product, it is important to have an expert to help you make sense of it all. This is where Dundee Mortgage Service comes in and helps to round out our full-service offering. With unparalleled access to over 60 lenders, let them do all the work for you. Best of all, this mortgage expertise comes at no charge to you! |