Christian Stelmach
Job title: Advisor, RRC®
Languages spoken: English
Area(s) served: Ontario
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Helping Clients with their financial needs
My goal is to educate and empower you so you can build something great. I’ll create a custom purposeful plan for you that includes projection strategies. I work with:
- newly incorporated businesses or businesses looking to incorporate,
- skilled trades and professionals,
- newly single individuals and
- retirees or people nearing retirement.
My first meeting with Clients consists of an introductory call to meet each other, discuss high-level goals, and rank priorities. From there, we complete a full intake together to capture all relevant information. I then build a custom plan for you and present it in a way that you understand. Then, we’ll meet at least annually to monitor and assess the progress of the plan and update accordingly.
My office is in Carp, Ontario. I’m happy to offer in-person or virtual appointments for Clients across Ontario. Contact me to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving and budgeting
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