Barb takes pride in building life-long relationships with her clients to meet their personal or business financial planning needs , and helping them achieve their goals. Her passion is:

To protect their lifestyle and estate or business - with proper insurance planning including 'living' benefits

To help them prosper - by recommending investment tools with guaranteed benefit options, and

To preserve their estates - with wise estate planning counsel

Barbara has been involved in Financial Planning for over 18 years and began working as an independent broker in Oakville, ON before joining the Ledgers Network. Her commitment to ongoing education keeps her up to date on the ever-changing trends in the insurance and investment world. Barb has qualified as a member of the prestigious Million Dollar Round Table, a testament to the service she provides to her clients. Barb is also a member of Advocis, the National Association of Insurance and Investment Professionals and recently completed her CFP – Certified Financial Planner designation. Her expertise allows her to help her clients experience the freedom to achieve their goals and dreams through 'value based financial planning'.

Barbara A. Fuller, CFP, CSA
Oakville, ON
tel: (905) 847-1592 ext. 226
fax: (905) 847-9505
email Barb