Complementary Financial Advice and Help

If you need help, Linda Cordell – a recently retired personal Financial Planner, with over 25 years of experience in financial services  is volunteering to help residents with the following.:

 

– Financial Institution debt relief questions, regardless of institution.

– Advice and strategies around financial services in general that can be utilized to lessen a financial responsibility.

– Investment related questions that may be relevant to people concerned about market volatility.

– General financial and government program related questions & can make recommendations and referrals.

– Assist with any government documents that need to be filled out (i.e.: CPP, OAS & GIS (Guaranteed Income Supplement), primarily for seniors 65 & older.

– Student tax returns. I can help guide students through the online process, as some may have had employment and are expecting refunds.

Please email: lindacordell2020@gmail.com