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JEFFREY LEWIS

BBA, CFP® Financial Planner, Co-Founder

Helping you achieve your goals and dreams

Resources (Stay Informed)

987.654.3210

 

info@wsfinancials.com

Let’s get started on your short- and long-term financial plans.

Having the right tools and resources at your fingertips is vital to making smart financial decisions.

 

Knowledge Centre

 

Building Your Portfolio
Budget Planning

Credit Cards 101
Managing Your Finances
Build A Successful Savings Plan
Where Can You Find More Money to Invest?
Quarterly Market Outlook: Second Quarter 2015
Couples and Money

 

 

Calculators

 

Retirement Savings Calculator
Investment Return Calculator

Education Planning Calculator
Life Insurance Needs Calculator
Mortgage Calculator

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