Linda Cordell – a recently retired personal Financial Planner, with over 25 years of experience in financial services is volunteering to help residents with the following:
· Financial Institution debt relief questions, regardless of institution
· Advice and strategies around financial services in general that can be utilized to lessen a financial responsibility
· Investment related questions that may be relevant to people concerned about market volatility
· General financial and government program related questions & can make recommendations and referrals
· Assist with any government documents that need to be filled out (i.e.: CPP, OAS & GIS (Guaranteed Income Supplement), primarily for seniors 65 & older
· Student tax returns. Linda can help guide students through the online process, as some may have had employment and are expecting refunds.
To set up an appointment, email: lindacordell2020@gmail.com