Wayne Kobylnik Email & Phone Number

Barrie, On, Ca

Suite 307, 126 Wellington Street West Barrie, Ontario L4N 1K9 Ca

- Certified Financial Planner (CFP)- Licensed to sell life insurance in Ontario- Creates long-term client relationships based on trust and mutual respect

Suite 307, 126 Wellington Road West, Barrie, Ontario L4N 1K9 Ca

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur.I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.The process I follow to create each plan includes:  Gaining a clear understanding of my clients’ goals and dreams Analyzing their situation and identifying gaps Building a plan to help them achieve their short-term and long-term goals Reviewing their plan regularly to ensure it continues to meet their changing needs

Diploma, Finance, General

Finance Diploma, Banking And Financial Support Services