John Zouzoulas, CFP
Certified Financial Planner
Everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice. I believe that personalized service is essential when matching clients with the right financial security products and services.
As a Certified Financial Planner professional, I’m dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals. Once your custom-tailored financial security plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.
What is Financial Security Planning?
Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.
As a Certified Financial Planner professional, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.
The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:
- Prepare for a secure, comfortable retirement or minimize your current taxes
- Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
- Provide your loved ones or heirs in the event of death, disability or critical illness
- Protect your business and your employees through affordable benefits
John Zouzoulas is licensed to sell life insurance products through Desjardins Financial Security Independent Network in the province(s) of Ontario, and licensed to sell mutual funds through Desjardins Financial Security Investments Inc., the mutual fund dealer, in the province(s) of Ontario