Millie Gormely
You're a kickass independent woman, you're busy a hell, and you want (and/or NEED) a financial planner to help you get your money $#@! together. That's my gig - I manage finances for busy women. You want to work with someone who GETS you. How can you possibly find your perfect fit without knowing them as a person? Let’s fix that: book a chat or check out my podcast, get to know me a bit and see if working with me is something that might work for you. I'm an experienced Certified Financial Planner professional, providing personalized, high level service for clients who want integrated wealth management, greater value for fees, and a long term advisor relationship. Together we'll create your financial plan to preserve your wealth, create consistent returns and minimize taxes. Get clear, calm and confident with me! I work virtually across Ontario.
