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.
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
“Mutual Funds Provided Through Hub Capital Inc.”
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.”
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.