
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.
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.
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!
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.
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.
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.
We extend a warm welcome to Sonia Bance, our newest team member who has recently joined Point B Financial as the Client Services Coordinator.