Chartered
Financial Consultant
Ramsey Mackinnon
has over 48 years of experience in the financial services sector including
11 years in banking and 37 years in the insurance
and financial planning industry.
Ramsey’s experience as a Chartered Financial
Consultant is invaluable as he assists his clients with personal
financial planning, business insurance, estate planning, and retirement
planning.
Ramsey offers excellent
customer service and enjoys meeting his client’s specific needs.
Contact Ramsey at: 780.413.4252
What I Do
My role, first and foremost, is to plan your
financial future by assessing your immediate needs and long-term goals.
How I Do It
With my help, you will define your future direction
by examining your current situation. I will help you answer:
- Where have you been?
- Where are you now?
- Where are you going?
We'll work together to identify your financial
goals, needs and priorities. We'll develop a flexible plan and offer
recommendations to help you decide how to implement your plan.
My commitment to you does not stop there ... we
will conduct periodic reviews to determine whether your plan is indeed
offering you the optimal protection and growth you need to deal with your
changing needs.
The Benefits
Planning your financial independence is one of the
more important time investments you will ever make. Financial
security provides you with lifestyle choices and "peace of
mind". Can you afford not to plan? Let me help you
achieve the financial future you always dreamed of.
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