Seana Fardy
Job title: CERTIFIED FINANCIAL PLANNER®, CFP®, CLU®
Area(s) served: Newmarket, ON, Georgina, ON, Kawartha Lakes, ON, North York, ON, Markham, ON, Toronto, ON
Trustworthy advice you can count on
How we work together
Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
Contact our office to book an appointment.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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FHSA: Tax-Free First Home Savings Account
