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Polson Bourbonniere Financial
Planning Group Inc.*
DWM Securities Inc.
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®
Certified Financial Planner
Investment Advisor
Phone: (905) 413-7710 rashton@pbfinancial.com
Paul Bourbonniere, CFP®, CLU, CH.F.C.
Certified Financial Planner
Investment Advisor
Phone: (416) 498-6181 pbourbonniere@pbfinancial.com
Lydia Bzowej, BA, CFP®, EPC
Certified Financial Planner
Investment Advisor
Phone: (905) 413-7703 lbzowej@pbfinancial.com
Allan Kalin, CFP®
Certified Financial Planner
Investment Advisor
Phone: (905) 413-7706 akalin@pbfinancial.com
Derek Polson ,CFP®
Certified Financial Planner
Investment Advisor
Phone: (905) 413-7709 dpolson@pbfinancial.com
Kirk Polson, CFP®, CLU, CH.F.C.
Certified Financial Planner
Investment Advisor
Phone: (416) 498-6181 kpolson@pbfinancial.com
Office Hours
Monday to Friday,
8:30 a.m. - 5:00 p.m. |
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| Leave Your Worries Behind |
A key stage of The Worry-Free Retirement Experience™ is the development of strategies and key action steps as part of your Worry-Free Retirement Plan. Through a team approach, using both Polson Bourbonniere and any necessary outside professional advisors, we then implement your plan and review your progress regularly, making adjustments as required.
Why should you have a Worry-Free Retirement Plan? Quite simply, in recent years the average age of “retirement” has dropped to 58. You could still have 1/3rd of your lifetime ahead of you. Market volatility has caused many people concern about their current investment strategy. The Worry-Free Retirement Experience™ is a unique process developed here at Polson Bourbonniere Financial. It redefines the typical financial planning process by relieving your fears, getting you excited about the opportunities ahead, and giving you the confidence to have a worry-free retirement.
Talk to a member of our financial planning team to determine how the Worry-Free Retirement Experience™ is right for you. |
