Leslie Gardner

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 client's 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.