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Michele Jolley - About Michele

As a Certified Financial Planner (CFP), I bring more than 20 years of experience helping my clients to: Take control of their finances, Plan for the future

http://www.michelejolley.com/

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CONTACTS AT MICHELEJOLLEY.COM

Michele Jolley

822 Ra●●●●●● Rd NE

Ca●●ry , AB, T2E 5G2

CA

1.40●●●●4730
1.40●●●●1799
mj●●●●●@mjfs.ca

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Michele Jolley

822 Ra●●●●●● Rd NE

Ca●●ry , AB, T2E 5G2

CA

1.40●●●●4730
1.40●●●●1799
mj●●●●●@mjfs.ca

View this contact

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Michele Jolley - About Michele | michelejolley.com Reviews
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As a Certified Financial Planner (CFP), I bring more than 20 years of experience helping my clients to: Take control of their finances, Plan for the future
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KEYWORDS
1 SRI investing
2 sustainable wealth management
3 SRI
4 retirement planning
5 debt consolidation
6 mortgages
7 education planning
8 financial planning
9 financial planning Calgary
10 financial planner in Calgary
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about michele,about my clients,investment choices/independent advice,responsible investing,manulife securities incorporated,contact michele,who i am,laura shuler,school principal retired,manulife securities disclaimers,legal
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Michele Jolley - About Michele | michelejolley.com Reviews

https://michelejolley.com

As a Certified Financial Planner (CFP), I bring more than 20 years of experience helping my clients to: Take control of their finances, Plan for the future

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1

Michele Jolley - My Clients

http://www.michelejolley.com/clients.html

Who are my clients? What my Clients want from a Financial Planner. You have always provided a comfortable environment for me to talk about my finances. I never feel like I am being judged about my financial business. Your integrity is right up my alley. Susan Bessant. Owner, Signature Care. Who are my clients? What my Clients want from a Financial Planner. Budgeting and debt management. Group RRSP investment options. They want someone who. Looks at the big picture. Are they protected from emergencies suc...

2

Michele Jolley - Fees

http://www.michelejolley.com/fees.html

I am paid one of three ways:. 1 No up-front cost (pay to sell—called deferred or low-load sales charge). It is sold prior to a specific period of time and this is dependent on the investment chosen. My clients primarily choose this option, as there are no upfront costs and their financial plan is such that they are comfortable leaving their long-term investments invested past the time that a fee would be charged for selling. 2 Up-front cost (no fee to sell—called front-end load). 403) 230-3979 (main fax).

3

Michele Jolley - Socially Responsible Investing

http://www.michelejolley.com/sri.html

I feel like I am working with a real expert in ethical investing. I’m learning a lot and walking the talk. It gives me peace of mind that you handle the investment choice, so that I don’t have to. I was pleasantly surprised to find that you offer more than just helping with investing, you act as a true financial advisor." Leor Rotchild. Director, DoitGreen Events (DIG). At this time there are only a limited number of. Naturally each SRI investment has to have a track record for investment returns that is...

4

Michele Jolley - Links

http://www.michelejolley.com/links.html

Here are some of my favourite sites about Socially Responsible Investing (SRI), mutual funds, taxes and other financial information. Canadian Association for Socially Responsible Investment. Common stock index made up of 60 Canadian companies that pass a set of environmental, social, and governance rating criteria. Canadian magazine for responsible business. Advancing socially and environmentally responsible investing. Canadian tax and regulations. 403) 230-3909 (main phone). 403) 230-3979 (main fax).

5

Michele Jolley - Investment Choices

http://www.michelejolley.com/investments.html

I am a Certified Financial Planner, specializing in Socially Responsible Investments. This means that:. I do not work for any one financial institution. I work for my clients. I am able to provide investments from hundreds of different financial institutions, including life insurance companies, banks, trust companies, and mutual fund companies. Investment choices are based on my clients’ needs. Types of Investments I Provide. RESPs (Educational Savings Plans). High Interest Savings Accounts.

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Michele Jolley - About Michele

Examples of Ways I can Help You. Fees (How I am Paid). Links Including Financial Calculators. As a Certified Financial Planner (CFP). I bring more than 20 years of experience helping my clients to:. Take control of their finances. Plan for their future. Make common sense investment decisions. Relax about their financial affairs because they can ask me for advice. Purchase investments that make sense for their goals and their risk tolerance. My Education and Professional Background. Prior to choosing fina...

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