Clients & Practice

Michele offers a comprehensive approach to financial planning. Each client's unique situation is explored to help determine their overall "big picture". Goals, financial objectives, concerns, investment experience and risk tolerance are all taken into consideration when putting together a plan. The overall objective is to achieve long term financial success.


Mutual Funds and Some Segregated Funds Provided by the Fund Companies
are Offered Through Worldsource Financial Management Inc.
Other Products and Services are offered through Michele Reid, CFP CLU.

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