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I can help you achieve your wealth goals with specialized, independent investment advice, and effective portfolio management.
I will work closely with you to create a holistic financial plan to build, preserve and transition your wealth, according to your priorities.
I will work closely with you to create a holistic financial plan to build, preserve and transition your wealth, according to your priorities.
Gerard Buckley is a Licensed Mortgage Broker with Mortgage Wellness with Offices in Collingwood, Owen Sound, Port Elgin and Toronto: who has over 40 years of Finance experience serving Southern Georgian Bay & Ontario. With Access to over 70 lenders Gerard specializes in Residential, Commercial and Investment Mortgages. In addition to a strong understanding of Personal Financial Planning he is a Certified Reverse Mortgage Specialist assisting seniors unlock the wealth in their home by helping seniors understand the Reverse Mortgage Product.
Professional Bookkeeping Services
Mary Raymond is a CPA offering professional accounting and tax services.