As a Financial Advisor and a Certified Cash Flow Specialist (CCS™) Marylou provides clients in the GTA with a written plan and strategies to manage their cash flow to create wealth at all stages of their lives.
Financial advice encompasses much more than investments and insurance. Marylou focuses on the people behind the numbers, ensuring they are getting ahead in preparing for the future and protecting their families from threats. A cash flow plan is a valuable resource that can make a very positive improvement for you and serve as a basis for important decisions.
A native of Toronto, Marylou is a trilingual entrepreneur formerly active in the educational field for 30+ years who successfully transitioned to Financial Services. She knows the challenges of running a profitable business, minimizing taxes, converting dividends to personal wealth, and dealing with risk and return.
For a free no-obligation 15-minute phone consultation, connect with her by phone at 416-939-2000 or through her website at www.marylouheenan.com