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Insurance + Investments for Canadians and Newcomers to Canada

 

Carol Trickett

Financial Consultant and owner of Trickett Financial, believes every Canadian has the right to be financially independent, providing the opportunity to feel secure and be generous to others. She has earned the designations of Certified Executor Advisor, and Registered Retirement Consultant. Her experience in financial services and her heart for hosting international students has grown her desire to be of further help to new immigrants to Canada, whatever their current status.

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Contact

➤ LOCATION

34 Laurel St
London, ON N6H 4W4

☎ CONTACT

carol@trickettfinancial.ca
(519) 461-0004

 

Areas of Practice


Trickett Financial helps you with:

  • Investment Planning

  • Estate Planning

  • Cash Management

  • Retirement Planning

  • Tax Planning

  • Insurance Planning


Our investment solutions include

  • Mutual Funds

  • TFSA

  • RRSP/RRIF

  • Segregated Funds

  • RESP

  • GICs

  • RDSP


Areas of insurance coverage to consider

  • Life

  • Disability

  • Critical Illness

  • Long Term Care

  • Health Plan

  • Travel


If you operate your own business, consider these business solutions

  • Group Benefit Plans

  • Health Spending Accounts

 

 
 
A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.
— Suze Orman
 
 

 
 
 

Let's Chat.

Use the form below to contact us regarding your financial enquiry. Please be as detailed as possible. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.

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