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Tracy Martell - Kennedy
Tax Specialist, Wealth Builder, Life Protector
As a financial advisor/tax specialist with ClearView Financial Solutions Inc., I have the experience and expertise you can rely on.
I will help you define or redefine your financial objectives then develop a personalized plan for success.
I bring to my role over 15 years of experience in financial planning including retirement, estate, risk management and tax planning with preparation of tax returns.
I am currently preparing to write the Certified Financial Planner exam with FP Canada.
Adresse
ClearView Financial Solutions Inc.
2032 South Orr Lake Road
Elmvale, ON L0L1P0