Bonnie Wilson

Financial Security Advisor at O'Farrell Financial Services Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Cornwall, Ontario, Canada, CA
Skills

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Credentials

  • Life Licence Qualification Program
    Financial Services Commission of Ontario (FSCO)
    May, 2016
    - Oct, 2024
  • Investment Funds in Canada
    Institute of Canadian Bankers
    Apr, 2002
    - Oct, 2024

Experience

  • O'Farrell Financial Services Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Financial Security Advisor
      • Jan 2016 - Present

      At O'Farrell Financial Services Inc. we offer a number of enhanced services to help you live the life you want today and secure the legacy you want for tomorrow. Our firm prides itself on providing our clients with the best possible advice and service. We proudly provide the following services, Life and Disability Insurance, Investments, Estate Planning, Small Business Planning, Farm Succession, Employee Benefits, Retirement Planning and Corporate Planning. We are happy to conduct a Financial Analysis at no cost and with no obligation so you can see what is possible. We know that sometimes the only difference between knowing what you want and getting what you want, is acting on what makes sense.

  • CIBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Senior Financial Advisor
      • Apr 1990 - Jan 2016

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