Susan Kelly's Colleagues at Polson Bourbonniere Financial
Paul Bourbonniere
Founder & Principal and CERTIFIED FINANCIAL PLANNER®, CH.F.C., CEA
Susan Kelly's Contact Details
Toronto, Ontario, Canada
Polson Bourbonniere Financial
Susan Kelly's Company Details
Polson Bourbonniere Derby Wealth Management is a team of professionals dedicated to making investors' lives easier. For more than twenty years, we have focused on taking the stress out of financial planning. We pride ourselves on providing our clients with individualized investment solutions that work. We have developed the Worry Free Retirement Experience™ to meet the needs of today's client. Employing our unique Worry Free Retirement Experience™ process we provide services in the areas of:1) Comprehensive and holistic financial planning that helps you achieve your life goals2) Investment management that focuses on net returns3) Insurance solutions that reduce and manage riskHollisWealth® is a division of Industrial Alliance Securities Inc, Insurance products are provided through Hollis Insurance Inc.Polson Bourbonniere Derby Wealth Management is a personal trade name of Derek Polson and Paul Bourbonniere.