Emily Buck Email & Phone Number

I am proud to have joined the family business of financial planning, and take great joy in working alongside my Dad, Tom Buck, each day. Check out Tom's LinkedIn profile here: https://www.linkedin.com/in/thomas-buck-01b15320/?originalSubdomain=caOur team is proud to provide objective investment advice. We are not tied to in-house product or sales incentives. We believe firmly that this model is essential in order to provide clients with custom, high-performing investment plans. We pride ourselves on being financial educators who work with clients from all ages and stages of life. We support our clients in articulating their financial goals, and then we walk alongside them as they work towards and achieve them. OUR FINANCIAL PLANNING EXPERTISE:- Retirement Planning (and planning for other financial milestones along the way)- Investment Management- Responsible (ESG) Investing- Tax Optimization- Insurance- Estate PlanningMy studies and professional experience reflect my keen interest in wealth management, strategic planning, informed decision making, and administrative excellence. I have completed the Canadian Investment Funds Course and am working towards my Certified Financial Planning (CFP) designation. I hold a Bachelor of Arts in Philosophy from St. Francis Xavier University, and a Foundations in Public Participation certificate from IAP2 Canada.