What better time than now to get serious about your money! Downtown Oakville's newest experts in finance, Eagle Partners Financial Solutions, is ready to help you achieve all of your goals. This accomplished team is here to guide you through every stage of your life, whether you're planning for a family, business, retirement, or anything in between. Eagle Partners also offers tax, insurance, and estate services, amongst so much more. During your next visit Downtown, welcome Denny and Lisa, and the rest of the Eagle Partners team in their new location at 211 Lakeshore Road East (upper level).
About Eagle Partners Financial Solutions
Denny has spent over 30 years in the finance sector while Lisa has been working in the commercial and residential real estate business for over 20 years. Their combined skills and experience, as well as their amazing team, helps Eagle Partners Financial Solutions create the best strategies possible for their clients' successes.
How and why did you decide to pursue your business?
As a Certified Financial Planner, Denny has a firm grasp on the importance of financial organization. Lisa's experience across multiple industries gives her a valuable understanding of how to succeed. Together they knew they were able to guide their clients to a better financial future.
What are you most passionate about in your business?
The Eagle Partners team is proud to give their clients the best financial advice and support they can. As an independent firm, they can offer clients financial solutions that are innovative and unique.
What do you LOVE about Downtown Oakville?
Eagle Partners loves the amazing community and gorgeous surroundings in Downtown Oakville! They demonstrate their care for the community by getting personally involved in keeping Downtown beautiful.
Tell us something about yourself that might surprise others
Eagle Partners has an Official Office Mascot; Bernie the Bernese Mountain Dog! You may recognize him as the adorable dog on the 2022 Tails & Treats posters. Next time you visit Eagle Partners make sure to give Bernie a belly rub!
Contact
Eagle Partners Financial Solutions is located at 211 Lakeshore Road East. For more information,
please visit their website.