Purse Strings Approved Professionals

 
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Tracey Bissett Purse Strings
Business Coach
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Tracey Bissett, CFA
President and Chief Financial Fitness Trainer, Bissett Financial Fitness Inc.
SPECIALTIES
  • Business Financials
  • Business Growth
  • Financial
LOCATION
1654 Valens Rd
Hamilton
Ontario
N0B 2J0
Canada
SERVING:
All 50 States
Virtual Appointments Available
Heather Holjevac headshot v1
Financial Planner
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Heather Holjevac
Financial Planner, Holjevac Financial Group
OVERVIEW OF SERVICES
Estate Plans
WHY I LOVE WORKING WITH WOMEN
Heather has a passion of educating a diverse set of individuals, improving financial literacy and empowering women to achieve financial independence, as well as providing Read more...
SPECIALTIES
  • Divorce
  • Financial Planning
  • Social Security Specialist
  • Tax Mitigation
LOCATION
60 Bristol Rd E #436
Mississauga
Ontario
L4Z 3K8
Canada
Virtual Appointments Available
Sarah Balram Purse Strings
Certified Divorce Financial Analyst, Financial Planner, Insurance Planning Specialist, Life Insurance Specialist, and Retirement Coach / Advisor
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Sarah Balram
Wealth Planner, Flip My Life Inc.
OVERVIEW OF SERVICES
Asset Management, Budgeting, College Savings, Disability insurance, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I love working with women because it's an opportunity to share my knowledge and experience with them to better their lives, either professionally, personally, financially Read more...
SPECIALTIES
  • Business Property Lending
LOCATION
95 Mural St
Richmond Hill
Ontario
L4B 3G2
Canada