Paola Wortman
447 Niagara Street Unit#4 L3C 1L6 Dunnville, ON, Canada

You don’t need to let unexpected events keep you from achieving your financial goals. I’m available to work with you on building your financial strategy, which may include preparing for emergencies and choosing the right insurance options to fit your needs. Whatever your situation is, I’m here to help you get back on track, no matter what the market is doing.

Starting to save for retirement even just a few years earlier can make a big difference. I can help you develop a financial strategy that works for you, even if you are still a long way from retirement.

How can you save for the future, when you’re still paying off the past? It doesn’t have to be complicated; having a financial strategy is a great way to keep track of your cash flow to help you reach your goals. Give me a call today to get started.

It can be easy to feel down when there are so many uncertainties all around us. Here are a few tips on how to stay healthy while maintaining a positive mindset.

Investing through a recession can be stressful, but don’t forget that bear markets are normal. Feel free to get in touch with me if you’re thinking of refocusing your financial strategy. We’ll work together to figure out what the best way to move forward is, for you.

Your priorities and perspectives may have shifted along with recent events, and your financial strategy may need to be adjusted accordingly. I am available to listen to your dreams, goals and concerns and will spend time with you working on a strategy that’s right for you.