Three-year anniversary for Izzio Financial Solutions in Fenelon
Leslie Orr, a financial advisor in Fenelon Falls with Izzio Financial Solutions, works with everyone from young families to business owners to help them achieve “lifetime financial security.”
Orr moved to Kawartha Lakes in 1993 from east Toronto and became a financial adviser in 1998. She recently marked the three-year anniversary of her full-service financial planning firm in Fenelon.
“No two situations are identical” when it comes to finances, Orr says. “We have a personalized and simplified approach to what can be a very complex and overwhelming process.”
Orr says she encourages “education and empowerment” for her clients, so they can feel confident and comfortable making decisions about investing and money management.
“The biggest compliment we get is when we are introduced to a family member or friend of a client, based on positive feedback.”
Izzio Financial Solutions is a division of Sun Life Financial. Call 705-324-1055 for more information.