Kelly Boudreau - Personal & Small Business Financial Professional

Kelly Boudreau - Personal & Small Business Financial Professional

Categories

Financial ServicesPersonal Membership

Hours:

Various, flexible
Zoom or in person
Book me in: https://calendly.com/kboudreauwfg/45-minute-meeting

About Us

My background is 13 years in public accounting as a CPA (CA) and now 9 years in personal finance.

I am passionate about helping families and small business owners to plan for and achieve better financial futures.

I work within a brokerage that combines many services under one umbrella - debt solutions, life & critical illness insurance, mutual fund and segregated fund investments, mortgage referrals and much more!

My consultations are always free, no obligation and confidential.

Highlights

  • Retirement Planning
  • Budgeting & Debt Solutions
  • Life Insurance
  • Critical Illness insurance
  • Disability Insurance

Images

Gallery Image KB_profile_pic.jpg

Printed courtesy of www.airdriechamber.ab.ca/ – Contact the Airdrie Regional Chamber of Commerce for more information.
102, 150 Edwards Way NW, Airdrie, AB T4B 4B9 – (403) 948-4412 – info@airdriechamber.ab.ca