Sharon Visser, Cfp®

Sharon Visser, Cfp® Email and Phone Number

Certified Financial Planner® with Active Wealth Management @
Sharon Visser, Cfp®'s Location
Ontario, Canada, Canada
Sharon Visser, Cfp®'s Contact Details

Sharon Visser, Cfp® work email

Sharon Visser, Cfp® personal email

n/a
About Sharon Visser, Cfp®

Having lived in Belleville for the past 25 years I have become integrated into a community that I love being a part of. Interacting with people on a daily basis has been a highlight of my work experience. I enjoy hearing a person’s life story and working with them to make sure they achieve the outcome they desire. The greatest part about being a Financial Security Advisor is helping people understand their financial journey. I love the industry, once my client understand that I am here to help, I am able to make a meaningful difference in people’s lives. Achieving your goals and dreams takes careful planning, and the best time to start is now. A common pitfall in financial security planning is a lack of action. Everyone has a job/career. Do you want a second job managing your finances? Working with a financial security advisor can take the stress off your plate. I work to educate my clients and build a plan around their individual goals and dreams. My goal is to act as a resource for those I work with so that they are comfortable with their situation, and know they are protected should any of life’s uncontrollable events come their way.“Your greatest financial asset is your earning ability. Your greatest resource is time.” – Brian Tracy

Sharon Visser, Cfp®'s Current Company Details
Active Wealth Management

Active Wealth Management

Certified Financial Planner® with Active Wealth Management
Sharon Visser, Cfp® Work Experience Details
  • Active Wealth Management
    Certified Financial Planner
    Active Wealth Management Jan 2015 - Present
    Belleville, Ontario, Canada
  • Quadrus Investment Services
    Investment Represent
    Quadrus Investment Services Jan 2015 - Present

Sharon Visser, Cfp® Skills

Financial Planning Investments Mutual Funds Retirement Segregated Funds Estate Planning Insurance Life Insurance Disability Insurance Critical Illness Customer Service Retirement Planning

Frequently Asked Questions about Sharon Visser, Cfp®

What company does Sharon Visser, Cfp® work for?

Sharon Visser, Cfp® works for Active Wealth Management

What is Sharon Visser, Cfp®'s role at the current company?

Sharon Visser, Cfp®'s current role is Certified Financial Planner® with Active Wealth Management.

What is Sharon Visser, Cfp®'s email address?

Sharon Visser, Cfp®'s email address is sh****@****ial.com

What skills is Sharon Visser, Cfp® known for?

Sharon Visser, Cfp® has skills like Financial Planning, Investments, Mutual Funds, Retirement, Segregated Funds, Estate Planning, Insurance, Life Insurance, Disability Insurance, Critical Illness, Customer Service, Retirement Planning.

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