Rui Fernandes Email & Phone Number

Have you ever asked yourself, “How much should I be saving for retirement?” Or “How much income can I expect once I am retired? “ Or “Is the insurance I have right for me?” I can help answer those questions, and more.I take my clients along a step-by-step process that begins with a get to know each other meeting. It then progresses to planning and implementation of a customized plan that aligns with my clients’ financial situation. I help create solutions and implement strategies that will help my clients reach their financial goals.I spent over 15 years as an individual financial practitioner with Sun Life Financial and then incorporated Fernandes Financial in 2000. In 2007 I joined Assante Financial Management Ltd. as a Financial Planner and currently offer effective investment and financial products to my clients. I also provide financial planning and insurance services through Fernandes Financial Inc.Now more than 30 years later, I assist individuals, families, and entrepreneurs with Wealth Management, Planning Services, Investments and businesses with Group Benefits.If this sounds like something that would be beneficial to you or if I can help find answers regarding meeting financial goals, I would love to connect with you.For more information: www.fernandesfinancial.com or to contact me directly rui@fernandesfinancial.com.

Listed skills include Retirement Planning, Financial Planning, Estate Planning, Group Benefit Plans, and 12 others.