Profile Photo
Leslie Gardner Financial Planning
Advice only Financial planner
May 01, 2019 2 years ago
Founding Member
Bio
I have always made listening as priority #1 when I begin working with clients. Through listening I can begin to understand not only the financial particulars of a clients situation but also their specific pain points (what keeps them awake at night). Will I be able to send both kids to university? Can I help my aging parents and still retire? I believe that pain points are very individual and key to creating a plan that clients can be excited about.
 
13 years banking experience, over 20 years as a self-employed certified bookkeeper, 8 years with Money Coaches Canada. Currently a self employed Certified Financial Planner.
Personal Information
2503208432
Female
Some Post Secondary
Employer Information
Leslie Gardner Financial Planning
BC
Practice Information
Advice only Financial planner
2012
None
1
Fee Only - Flat Fee/Project Based
No
No
Financial Planning Retirement Income Planning