Lance Garraway - DFSIN - SFL
Lance Garraway, CFP
- Certified Financial Planner
- Mutual Fund Representative
My service offer... Helping you achieve your financial well-being
For nearly 30 years, I have been a proud partner in my clients’ financial success, and I have always valued relationships based on honesty and trust.
I hold a diploma in Business Administration. I also hold several designations, including Certified Financial Planner, which ensure that I can provide you with expert advice in the areas which I am qualified and licensed. Your values, needs and preferences are what guide me when I propose the best possible solution(s) for you. Essentially, I am interested in building a long-term business relationship based on confidence and mutual respect.
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations and providing concrete strategies. I help you identify your short and longterm needs and develop a suitable financial security plan, keeping in mind your risk tolerance and the wide variety of solutions available in the marketplace. Together, we will take the necessary steps to determine your priorities, while respecting your values, aspirations and budget. To meet that commitment, I stay on top of all the latest developments in the area of financial services and update my knowledge continually so that I can continue offering the best and most accurate advice, with my clients’ expectations in mind.
Thanks to the support of a dynamic team and assistance from experts in finance-related fields, I am able to offer you through referral agreements a full range of financial and accounting services as well as advice on legal and tax issues that will enable you to enhance your financial security situation.
Mackenzie Investments has some wonderful investment and retirement calculators.
1457 McCowan Rd. Suite 208
Scarborough, Ontario M1S 5K7
Bus.: 416-297-1766 ext. 305
Toll free: 888-288-4140 ext. 305