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Professional headshot of Tracy Evans, Certified Financial Planner at Life's Journey Financial Services, wearing a black blouse and gold necklace

Uxbridge / Financial Planners

Life's Journey Financial Services

Finance & Insurance

Professional headshot of Tonia Ferguson, financial advisor at Life's Journey Financial Services, wearing a navy blue top
Life's Journey Financial Services

Business Photo · Life's Journey Financial Services

Financial Planners · Uxbridge

About This Business

Life's Journey Financial Services is an independent family financial planning practice in downtown Uxbridge, led by Certified Financial Planner Tracy Evans and financial advisor Tonia Ferguson. The firm takes a multi-generational approach to family financial planning, covering investment planning, retirement planning, estate and tax planning, life, disability, critical illness, long-term care and travel insurance, individual and family health and dental plans, residential and commercial mortgages, and business services including group RRSP and pension plans, employee health and dental plans, buy-sell agreements and partnership insurance. The office at 11 Main Street North, Suite 2 is open Monday to Friday, 9:00am to 5:00pm. Mutual funds are offered through Investia Financial Services Inc. and insurance products through Financial Horizons.

Business Details

Category
Finance & Insurance
Municipality
Uxbridge
Address
11 Main Street North, Suite 2, Uxbridge, ON L9P 1J7
Website
Visit Website
Email
admin@lifesjourneyfinancial.ca
Phone
(905) 852-0017

Opening Hours

Hours are not published in our verified sources yet. Contact the business before visiting.

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