An integral part of the ECU Wealth Management program is the management of your finances using comprehensive financial planning. The professionals at ECU can assist you by working together to understand your current situation, assess your expectations and develop a strategy to meet your financial goals and needs.
Whether you need a full review of your current financial plan, or you are just starting to create one, ECU Wealth Management’s comprehensive planning services will: (1) help identify and provide solutions for your immediate needs, and (2) assist you in developing solutions to help you reach your long term goals.
An ECU Wealth Management Advisor will regularly review your plan, ensuring your objectives align with your current situation, making adjustments when needed.
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| Certified Financial Planner |
Eva Englehutt CFP
519-742-9370
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Jo-Ann Spicer CFP FMA EPC
519-742-9998
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