About
Making & Meeting Goals
Building Strong Futures
Building Strong Futures
I start by talking with you about your goals, your values and your finances. We then look at what you have, where you're going and what is needed to get you there. We implement strategies that help you win the money game, both in your personal and business finances. Proven investment, insurance, & tax strategies designed to meet your
I start by talking with you about your goals, your values and your finances. We then look at what you have, where you're going and what is needed to get you there. We implement strategies that help you win the money game, both in your personal and business finances. Proven investment, insurance, & tax strategies designed to meet your risk tolerance are considered. You can count on unbiased recommendations and personalized guidance based directly on your needs and goals. Together we will simplify your finances, reduce worry & stress and bring clarity into your money.
Building Strong Futures
Building Strong Futures
Building Strong Futures
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and protect against market volatility and life changes.
About Me
Building Strong Futures
About Me
Since 2006, I've been helping business and individuals safeguard their assets and plan for the life they want for them & their family. When I'm not working, I enjoy time with my loved ones, hiking, mountain biking, skiing and playing classical piano. Peace of mind is paramount!
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Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
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Contact Me
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Juanita Cusack
Phone, Text or Email 250-884-5416 hello@juanitacusack.ca
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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