Carol Trickett, Financial Advisor and owner of Trickett Financial, believes every Canadian has the right to be financially independent, providing the opportunity to feel secure and be generous to others.
Although Carol works with clients from a broad walk of life, as an Insurance Broker, Certified Executor Advisor, and Registered Retirement Consultant, she finds much joy in serving families with illness and disability and women who are independent business owners as she understands the impact of an uncertain financial future first hand.
Although Carol works with clients from a broad walk of life, as an Insurance Broker, Certified Executor Advisor, and Registered Retirement Consultant, she finds much joy in serving families with illness and disability and women who are independent business owners as she understands the impact of an uncertain financial future first hand.
Services
Estate planning takes specialized knowledge when you're considering disabled dependents who will require support for their lifetime. Whether your child has autism, an intellectual or physical disability, chronic illness, or a traumatic brain injury, proper planning now ensures that all family members will be cared for long after your passing.
The financial learning curve can be very difficult when you don't know where to begin. Each country has their own laws, agreements and way to work, so moving to another country, you will have to start from scratch. You know you want to stay in Canada and getting your permanent residency status is your most important goal.
You want to build a lifestyle that determines what your business looks like, not a business that dictates what your life looks like! Whether your business is a sole proprietor, partnership, or corporation, as a female business owner you automatically face challenges.
When I first met Linda, the owner of a city-wide janitorial company, she was apprehensive because her focus had been on growing her business and she knew she had neglected to address long-term planning issues.But I could immediately sense her relief as she realized my strategy was one of no judgment and developing a consultative relationship.
When I first met Linda, the owner of a city-wide janitorial company, she was apprehensive because her focus had been on growing her business and she knew she had neglected to address long-term planning issues.But I could immediately sense her relief as she realized my strategy was one of no judgment and developing a consultative relationship.
Financial planning is key to achieving your financial goals. Your plan for the future will be as unique as the experiences you've had to get you where you are today. Your personal plan will change and evolve as life happens. I'm here as your independent advisor to assist you in setting up a step-by-step plan that meets your needs and bridges the gap between where you are now to where you want to be.
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