Topline | Bonnie Mcphail

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Bonnie Mcphail

Certified Financial Planner at McPhail Financial Services Inc.

Intro Book

Seasoned financial planner with 32+ years of experience delivering financial advisory services.

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Location

Smithville, Ontario, Canada, CA

Skills

Critical Illness
Retirement Planning
Financial Planning
Leadership
Retirement
Wealth Management
Mutual Funds
Disability Insurance
Financial Advisory
Wealth
Financial Planners
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s calculate this. Bonnie has 32 years of experience as a financial advisor and planner, which is impressive. Her education from McMaster University adds to her credibility. She’s a CFP, CLU, CH.F.C, and EPC, which are all respected certifications in the industry. Location is Smithville, Ontario, Canada, which is not a major financial hub. Considering her experience, certifications, and education, I would estimate her hourly rate to be around $125. This is slightly below the average rate for a financial planner in Canada, which is around $150-$200 per hour. However, her experience and certifications suggest she may be willing to work for a lower rate.

Bio

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Topline AI

Bonnie Mcphail is a seasoned financial professional with over 32 years of experience in financial planning, leadership, and wealth management. She holds a Bachelor of Arts degree from McMaster University and is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C), and Equity Professional Certified (EPC). Bonnie currently works at McPhail Financial Services Inc. as a Certified Financial Planner.

Credentials

BA, CFP, CLU, CH.F.C, EPC

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Experience

McPhail Financial Services Inc.
- Certified Financial Planner
  - Jun 2017 - Present
Freedom 55 Financial
- Financial Advisor, CFP, CLU, CH.F.C, EPC
  - Jun 1985 - May 2017

Education

1982 - 1985

McMaster University

1982 - 1985

Suggested Services

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Bonnie Mcphail

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate