Danielle Aitken

Danielle Aitken CFP®

Investment Advisor ~ Manulife Securities Incorporated
Insurance Representative ~ Achievex Financial Services

Phone: 
705-646-2811
Fax: 
705-646-1109
Toll Free: 
888-422-2811

As partner, coach and educator, Danielle’s focus is to provide comprehensive investment advice, creative solutions and sensible life planning strategies to help you and your family, achieve what matters most: personal financial security.

Danielle takes a big picture look at your retirement, tax and estate planning needs, while also addressing asset management (investment), risk management (insurance) and financial management (budgeting and debt management) needs. Most importantly, Danielle looks at how it all fits together and develops strategies to set you on the right track.

Having been in the financial services industry since 1995, and as a certified financial planner, Danielle remains committed to building a solid, lasting relationship with all her clients. She believes that a strong client relationship is built on a foundation of trust and communication. Danielle gains an understanding about your unique situation and goals and works with you over time to accomplish them.

A financial plan is all about balance; it is not about depriving yourself today for some unknown day in your future. So start the conversation now and get closer to feeling on track with your financial affairs.

Your financial well-being is always her top priority and she invites you to join her at Manulife Securities. 

 

Insurance products and services are offered through Achievex Financial Services                      

Website Design For Financial Services Professionals | Copyright 2012 AdvisorWebsites.com. All rights reserved