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Lydia Bzowej, BA, CFP®, EPC
Certified Financial Planner
Investment & Insurance Advisor
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DWM Securities Inc.
• Member of Advocis
• Supporter of 1% For The Planet |
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Lydia has been in the financial services business since 1988. She enjoys working as a certified financial planner, as it enables her to work with people and help them realize their retirement dreams. Having completed her studies with the Canadian Initiative for Elder Planning, Lydia possesses a unique understanding of the issues facing today’s seniors. Lydia’s main goal will be to listen to you to determine which financial solutions are right for your specific needs. With her expertise in retirement planning, income planning, estate planning, and portfolio design, Lydia has the tools to design a custom plan that works – and that you’ll be comfortable with.
Lydia is dedicated to providing you with:
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• A lifetime partnership for your financial planning needs
• Independent advice and solutions tailored to your personal retirement needs
• Peace of mind, knowing that an experienced professional is looking after your investments
• Regular communication to ensure you’re on track to meeting your financial goals |
Lydia Bzowej, BA, CFP®, EPC
100 - 7050 Woodbine Ave. Markham, Ontario L3R 4G8
Direct Line: 905.413.7703
Main: 416.498.6181 or 905.413.7700
Toll-free: 1.800.263.0120
lbzowej@pbfinancial.com
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Testimonials |
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As the chaos in the financial markets continues unabated - with no end in sight - we are bombarded by many explanations and predictions from those supposedly in the know, as to why this is happening and how much longer it will continue. One thing is for sure – there has been a betrayal of trust on an unprecedented scale, permeating virtually every strata of the financial arena. It is difficult to imagine that the economy can ever fully recover until this trust has been restored and it is a brave man who will predict when that might be.
It is exactly this aspect of trust – an assured comfort level, if you will - that has been the hallmark of our dealings with Polson Bourbonniere, in the person of Lydia Bzowej, over a period of more than 11 years. Lydia is everything a financial advisor should be – she is knowledgeable about the products she has at her disposal, she listens well, her advice is tailored to specific circumstances, she pays meticulous attention to the documentation of decisions taken and ensuing action and she is scrupulously punctual. Above all though, we trust her. And that today, is truly worth its weight in gold. |
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Mike and Fiona Cooper |
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