Michele Freeling Cpa Cfp Rrc Email & Phone Number

I love what I do, and how it feels when I help elevate people emotionally and financially, I can definitely say that I have answered my calling! I am a Chartered Professional Accountant, (CPA), CERTIFIED FINANCIAL PLANNER professional (CFP), and Registered Retirement Consultant (RRC).From a personal perspective, people would describe me as having a strong personality who has a proven track record for setting goals and achieving them. From a professional perspective, I've been described as trustworthy, thorough, and knowledgeable. People work with me because I am passionate about building meaningful financial plans which are easy to incorporate into their lives. I achieve this through my genuine interest in knowing the people I work with, learning what is important to them, and by asking the right questions. Most people don't know what they don't know, so the real benefit people get when working with me is the clarity they achieve in understanding their own goals, and the next steps to achieve them. I provide the tools and expertise to prosper in life, and you get the confidence regarding your future.Mostly we work with:✓ BUSINESS OWNERS – Many business owners wear so many different hats and often struggle with finding the time to plan properly for their financial future. We provide the clarity they need and take the guesswork out of their financial planning. We create a comprehensive plan for your financial success [including succession planning] and continuously benchmark where you are in terms of achieving your financial goals.✓ PROFESSIONALS – Many of our high-income clients are not taking advantage of all tax savings that even some accountants are unfamiliar with. Most want a financial plan that allows them to retire with financial freedom. I customize a solution that works to achieve the unique goals for every client.✓ RETIREES – Many retirees are not happy with the returns they are getting on their investments or the financial advice they are currently getting. We help to ensure proper diversification, structured income and a financial plan to ensure you don’t outlive your money.► If you want to gain the clarity, confidence & peace of mind that securing your financial future will provide please call me at 705-443-5599 ext.1269 or email michele@bluerockwealth.ca * Mutual funds are provided through PEAK Investment Services Inc. All other products and services are provided through BlueRock Wealth Management Inc.

Listed skills include Financial Services, Strategic Financial Planning, Financial Analysis, Investments, and 14 others.

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  Conestoga College

  With Honours