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Your Financial Doctor

Your Financial Doctor

Margaret Janecki, Mortgage Agent, License # M17000015, Brokerage Name: Core Capital Partners Inc.pecialist

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Five Steps of which to be aware when forming Financial Plans

There are 5 steps of which to be aware when forming financial plans; Financial Plan, Manage Debt, Family Discussion, Health and Insurance.

  • Financial Plan.
  • Manage Debt.
  • Family Discussion.
  • Health.
  • Insurance.
Five Steps of which to be aware when forming Financial Plans
Margaret August 16, 2017February 3, 2019 EPC Elder Planning Counsellor, Financial Planning, Golden Years
  • ← Eight Ways to Stretch Income in Retirement
  • Money for Life Starts with a Conversation →

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Learn more about Margaret Janecki, EPC

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Recent Posts

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About Margaret, EPC

Margaret Janecki

is affectionately referred by many of her clients and colleagues, as the “Financial Doctor.” With over 20 years of experience, she is an, EPC (Elder Planning Counsellor) and Retirement Income Specialist who works out of her Mississauga, Ontario office.

Our Team

Margaret Janecki, EPC and Independent Financial Advisor

Whatever stage in life, it's never too late to start a plan. Call me, I can help.

Charlotte Graham, Mortgage Agent, Main Street Mortgages, LIC # 12914, team member of Mortgage Alliance.

Do You Need Help Saving For Your Future? We can help you stay focused on your financial goals and dreams.

Neil Mathieson, CGA, FICB

Feeling Overwhelmed by the CRA Rules? Neil Mathieson Makes Life Less Taxing.

Testimonials

Satisfied Client

I have been a client for the last 17 years and I have been thrilled with Margaret's dedication and attention to detail.

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We are licensed and contracted to represent the following Life Insurance Companies operating in Ontario:

Margaret Janecki, Independent Financial Advisor and  EPC (Elder Planning Counsellor)

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