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Kirk
Polson
Kirk has been in the financial services business since 1972. As evidence
of his commitment to professional development, Kirk has earned the
Chartered Financial Planner, Chartered Life Underwriter, and Chartered
Financial Consultant designations. He enjoys the challenge of designing
individualized solutions to help each of his clients meet their
financial objectives. Kirk regularly conducts seminars on financial
planning for large organizations and is often quoted in the financial
media. Kirk is also the author of "Retire Right – The Practical Guide to RRIFs, Annuities and Planning".
As your certified financial planner, Kirk's main goal will be to keep
you involved in the development of your financial plan, every step of
the way. With his expertise in retirement planning, income planning, and
portfolio design, Kirk has the tools to design a custom plan that works
— and that you’ll be comfortable with.
Kirk Polson, CFP, CLU, CH.F.C.
Polson Bourbonniere Financial Planning
Markham, Ontario
416-498-6181 or 905-413-7700
Toll-free: 1-800-263-0120
pbourbonniere@pbfinancial.com
www.worryfreeretirement.com
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