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Liz is a Certified Financial Planner (CFP) committed to serving the Halton Hills community with integrity and expertise. With a practice focused on high net-worth individuals and business owners, she provides personalized financial strategies designed to help clients grow, protect, and transfer their wealth effectively.
Specialties Include: Retirement Planning, Tax Planning, Estate & Intergenerational Wealth Transfer, Ongoing Financial Support
Liz combines deep financial expertise with a personal, relationship-driven approach to help clients build lasting financial confidence