Celebrating 25 Years in the Financial Industry!
Exactly twenty-five years ago I ventured into the financial industry, with a burning passion to make a positive impact on people's lives by helping them realize their financial goals.
Unveiling Our Newly Redesigned Website!
Today, as I celebrate my personal milestone of exactly 25 years in the financial industry, I'm thrilled to announce the launch of our new Point B Financial website!
Recognized as a Best in Province Wealth Advisor 2022
I am honoured and humbled to announce that I have been recognized in the Best in Province Wealth Advisor ranking by The Globe and Mail’s Report on Business, in conjunction with SHOOK Research.
The Road to Point B
Life goals are important. I would like to share with you the reasons behind our name “Point B Financial”, and why having a Point B is so important in your life to reach your goals.
365 Blank Pages to Fill
Janus, the Roman god of doors and transitions, was always portrayed with two faces - one looking backward, and one looking forward. We too need to use the turning of the year to look back in assessment, and to look forward in anticipation.
Welcome Sonia Bance, to the Point B Financial team!
We extend a warm welcome to Sonia Bance, our newest team member who has recently joined Point B Financial as the Client Services Coordinator.