About Us
As a Chartered Financial Planner, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Joseph Ditzend
Chartered Financial Planner, EPC, CEA
I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.
I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.
My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.
Member of CIEPS
Canadian Initiative for Elder Planning Studies
Member of Advocis
Financial Advisor Associate of Canada
Member of CICEA
Canadian Institute of Certified Executor Advisors
Office Address
-
120 Dudhope Ave #8
Cambridge, ON N1R 4T7 - Phone: (519) 623-6792
- Email: info@retire-easy.org
