Carrie Summerfield | Agent | Gilkinson Financial The Mortgage Centre

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Carrie Summerfield, AgentLicence #M21002828

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Biography

Brokerage Name: Gilkinson Financial The Mortgage Centre

Brokerage Licence #: 11952

Address:256 Main Street East Listowel, OntarioN4W 2B7

Telephone: 519-801-4181

Mobile: 519-809-4181

Biography:Education. Experience. Ethics. Choosing the right financial advisor is a major decision. It is important to find someone who is experienced, knowledgeable, and truly dedicated to helping you achieve financial peace of mind. Every successful relationship is built on trust, value, and communication, all of which are paramount in selecting a financial planner. With nearly 20 year in the financial industry, I have been recommending proactive strategies for business owners and families wanting to simplify their financial affairs and increase their quality of life through an integrated approach to wealth planning. Retirement Planning, Investment Selection, Education Plans, Estate Planning and Preservation are some of the ongoing services I provide. My disciplined investment approach and professionalism has earned me a reputation for being financially astute and client-focused. My clients appreciate the valuable advice and regular meetings I provide to review their financial progress. I believe in continually improving my knowledge through education and have earned the following industry designations: PROFESSIONAL FINANCIAL PLANNER (PFP) designation as governed by the Financial Planning Standards Council of Canada. A PFP practitioner is a well-respected financial planning designation and the profession requires adherence to a strict code of ethics that mandates each Financial Professional to act as a fiduciary in every relationship. FELLOW OF CSI (FCSI) is the top credential conferred by CSI Global Education Inc. This is one of the most demanding credentials in the Canadian financial services industry and only an elite group of professionals meet its advanced requirements. LIFE LICENSE QUALIFICATION PROGRAM (LLQP) is an essential foundation to build insurance expertise as a financial advisor. This is what enables me to protect your wealth through life insurance and also can provide you with an income stream through annuities. The LLQP proficiency is approved by the Superintendent of Financial Services (Superintendent) and adheres to strict guidelines for ethics and practice. MORTGAGE AGENT (MA) This certification allows me to work with various lenders to find the best lending strategy for a homebuyer. I act as an intermediary between a lender and a borrower who needs to establish a mortgage loan. I also hold a Business Accounting Diploma with honours which provides an in depth understanding and working knowledge of accounting and tax efficiencies. This is your assurance that I adhere to internationally recognized standards of competence and ethics in all my professional activities. Please contact me directly at 519-809-4181 or via email at carrie.summerfield@sterlingmutuals.com to set up an appointment.