The importance of having a financial planner in your life to learn how to save and invest with Corey Borgh from Sun Life Financial
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The importance of having a financial planner in your life to learn how to save and invest with Corey Borgh from Sun Life Financial
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About this listen
In this episode, Corey shares how small financial habits in saving and investing can yield larger returns in the long run. He shares the importance of understanding your clients needs and that each person has their own short and long term financial goals. Corey's client portfolio ranges from small business owners, individuals looking to invest for their first home, families of all sizes and those aiming to plan for retirement.
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