I meet virtually and travel to client's locations., LONDON, London, ON
Queen's Bridge Financial Strategy, London, ON
Queen's Bridge Financial Strategy
Need to get back on track with your financial situation? Start with our 15-minute conversation to see if we can help. We are independent. That way we are better able to serve our clients.
updated more than 2 years ago by Ray Dragunas
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Description
If what you thought was true about the financial system wasn't, when would you like to find out? A 15-minute conversation could change your life.
In the financial services industry there are only two ways to serve clients. The first is to find a product that has a higher return than what you are currently earning. This usually means taking on more risk. The second is finding money people are losing unknowingly and unnecessarily, then putting that found money to work. Ray believes he can better service his clients by focusing on the the latter.
People transfer their wealth to others without being aware that is is happening. The five major areas of wealth transfer are: Mortgages, Taxes, RRSP contributions, Education funding and how to deal with Major Capital Purchases (MCP). MCP are purchases that you can not make from your monthly cash flow.
Company description
Queen's Bridge Financial Strategy (QBFS) is an independent firm focused on educating people on how the financial system works and how to use it to your benefit. Unfortunately, the "how" was never taught to us in school.
Our unique 10-step process is driven by behavioural traits. It's about getting to know you, How you solve problems, how you process information, how you manage change and how you implement strategies. You need to ask yourself, how can any financial professional recommend a solution without knowing who you are and what you are about? We share this behavioural report with you, so that you can see how accurate it is. Only then do we proceed with a comprehensive review of your situation and make a recommendation. Our recommendations are unique to each circumstance, because each of us has a unique situation.
Queens' Bridge Financial Strategy - A Better Strategy For YOUR Better Tomorrow.
Categories & Keywords
- Financial Planning Consultants
- Insurance Agents
- Insurance
- Financial Consultants
- Financial Planning
- Financial Planners
- Investment Consultants
Service Areas
- Ontario
Official Data
Previous Name
Ray Dragunas - Sr. Financial Strategist
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