OUR LATEST INSIGHTS

Up to date, high-level business information that is relevant to our clients and contacts, helping keep up to date on the ver-changing business world of today.

Cal Wilson / August 20, 2021

We Are Here To Help – Interview with Barrett Johnson of Salos Services

In this episode of We Are Here To Help, Matt Nagy has a virtual conversation with Barrett Johnson of Salos Services. Barrett explains how Salos Services uses their data analytics expertise to partner with businesses and help navigate them towards their goals.

 

 

Cal Wilson / August 12, 2021

Recommendation Letter for Michelle Kay-Scott of Edward Jones, Saugeen Shores

To whom it may concern:

It is my pleasure to write this letter in recommendation of Michelle Kay-Scott. If you’re looking for a passionate and experienced financial advisor in the Saugeen Shores, Ontario area, contact Michelle at Edward Jones.

For over twenty years, Michelle has been a proud member of the Edward Jones team. She specializes in, retirement savings and income strategies, socially conscious investing, wealth protection strategies, and estate and legacy strategies, just to name a few. Her expertise and passion for helping people mean that Michelle truly goes above and beyond for every client she works with.

With access to Edward Jones’ continent-wide network and insights, Michelle has the resources, skills, and motivation to bring you the best solutions and products to secure your financial future. She develops a close working relationship with all her clients, so that she can best assess their needs and goals.

If you’re in the Saugeen Shores area, and you’re looking for solid financial advice you can trust, from someone invested in your future, I am happy to recommend Michelle Kay-Scott.

Sincerely yours,

Miguel Cardenas

Optimization Specialist

Schooley Mitchell

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Cal Wilson / August 11, 2021

Check out Sound Life Solutions!

If you’re looking for a financial representative who will put your family first in the Owen Sound area, Kacie Linn has the skills and services for you. Kacie and the team at Sound Life Solutions are dedicated to helping your family have a plan in place before a crisis, like the death or disability of a loved one.