Your Plan by Kohtala Financial

Your Plan by Kohtala Financial

 
 
 
 
 
 
 
 
 
 
 
 
Other >> Financial and Insurance >> Financial Institutions and Services

Your Plan by Kohtala Financial

207 First Avenue
Timmins, ON P4N 1H4 | map | directions
Leanne Kohtala Leanne Kohtala
(705) 360-2804 | fax: (705) 269-0159
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As a Certified Financial Planner, with over 30 years of experience, Leanne Kohtala has the ability to understand clients' needs, help them clarify their goals and develop portfolios to help them reach those goals quickly and efficiently. As a Registered Financial Planner, she follows the Six Step Financial Planning Process, which means that there is a clear process to ensure clients achieve their financial goals. As a Chartered Investment Manager, she uses thorough research to ensure that the more prudent investment opportunities are sourced for all client accounts. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products are offered through Manulife Securities Insurance Inc.
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 (Date: 1/21/2020)