Business Hours
Monday 9:00am - 5:00pm
Tuesday 11:00am - 7:00pm
Wednesday 9:00am - 5:00pm
Thursday 10:00am - 6:00pm
Friday 9:00am - 5:00pm
Bold Barrel Financial
Listed In: Financial Planning
In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were… In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were a little above their price range. I knew that their choices were about to put them into debt, and I wasn't comfortable with that. Within 6 months from that time, I found myself changing careers. I knew I enjoyed problem solving, I knew I enjoyed working with numbers, but above all I knew I wanted to help people. That's how I became a financial planner. As my client base grew, it became evident that I was focusing on two groups of people - retirees and real estate agents. With that knowledge, I began focusing my training on those groups to better plan for them. Read more
Bold Barrel Financial
1357 Majestic Drive, Burlington, ON
1357 Majestic Drive, Burlington, ON
Additional Locations See All
Bold Barrel Financial
1357 Majestic Dr, Burlington, ON (1 Km Away)
Bold Barrel Financial
1357 Majestic Dr, Burlington, ON (1 Km Away)
Bold Barrel Financial
1357 Majestic Dr, Burlington, ON (1 Km Away)