Why choose a Certified Financial Planner?

The internationally recognized credential is awarded in Canada by Financal Planners Standards Council (FPSC). CFP Professionals must meet the FPSC's standards in education, experience, examination and ethics.

CFP Professionals must also have 30 hours of continuing education every year and agree to abide by the CFP Code of Ethics to anually renew their right to use the credential.

Contact Susan

Email: susan.lee@mtgarc.ca
Email: sulee@keybase.com

Office: 705.457.3207 / 17 Maple Ave., Haliburton, ON
Fax: 705.457.3607
Cell: 705.457.0028

Book an appointment today!