Pivot Profile - À La Carte Financial
Step Up Your Business
English - September 09, 2020 13:00 - 24 minutes - 16.7 MBBusiness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Teresa Shaver from the Business Advisory Centre Durham talks to Sunny Wishart, the president and founder of À La Carte Financial. Her background spans time working with clients from all walks of life and financial circumstances from the family struggling with their monthly cash flow to the high net worth household whose focus has turned to estate and tax planning. As an advice-only financial planner she provides unbiased, objective financial action plans customized to each individual client's needs. In this interview, Sunny talks about how her business is thriving during the pandemic and her passion for helping others with their finances. For more information about Sunny and her company, À La Carte Financial, scroll down below.
BACD: https://bacd.ca/
Client Info:
À LA CARTE FINANCIAL
Phone: 647-383-9490
Email: [email protected]
Website: https://www.alacartefinancial.ca/
Facebook: http://www.facebook.com/AlaCarteFinancial
Twitter: https://twitter.com/AlaCarteFinance
LinkedIn: http://www.linkedin.com/in/sunnygalbraith/
Music:
Cheery Monday Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0
http://creativecommons.org/licenses/by/3.0/
"Wholesome" by Kevin MacLeod (https://incompetech.com)
License: CC BY (http://creativecommons.org/licenses/by/4.0/)