Your financial planning needs change as your life evolves. Your plan must grow to help you reach your goals at every stage of your journey.

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Durham Financial: Planning for your future

Your financial planning needs change as your life progresses. Your plan must evolve to help you reach your goals at every stage of your journey.

It’s often difficult to find time to manage your finances.

Developing the expertise to understand financial markets, taxation and retirement planning is even more difficult. That’s why most people turn to a financial advisor – to simplify their lives and achieve their financial goals.

Nationally recognized and with one main goal in mind: to help women and their families take control of their financial futures. Financial planning is a life-long process. By working with Sheila and Glenda to set financial goals, develop strategies and monitor progress on a regular basis, the likelihood of achieving the results you desire is increased.

Other specific areas of financial planning expertise we offer includes financial analysis for couples going through divorce.

We invite you to explore this website and reach out with your questions. Our team is proud to serve the Toronto and Durham Region with financial planning services customized for each client. Sheila and Glenda truly live up to their tagline: Advisors who listen. Advice that fits.

Financial Planning

After taking into consideration your goals, current finances and areas of financial concern, we will create a comprehensive strategy with written recommendations to achieve your goals in the most effective way.

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Financial Planning for Women

The financial planning needs of women is often quite different from that of men, and the financial planners at Durham Financial specialize in understanding and managing these unique financial situations and plans.

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Divorce Financial Planning

Sheila and Glenda are experienced and accredited in helping individuals gain insight to different financial settlement options.

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