276 Geneva Street
St. Catharines, Ontario L2N 2E8
Canada
Phone: 5196354315
Mobile: 5196354315
Email: cody@basic360.ca
Website: https://basic360.ca/
Training: Active Registered Life Planner® more info
Specialties
Planning - Retirement, Life, Investment, Tax
About My Practice
At Basic Financial Services, we take a very personal approach to financial planning and we do that with great pride. We work seamlessly as a team, sharing our decades of experience, thousands of hours training and mentoring by the industries best in our recommendations.
About Cody Weber
Cody is a financial planner and part owner of Basic Financial (founded by Mumin Basic). He combines financial planning strategies crafted under the mentorship of Mumin and a human first/life planning approach from his designation as a Registered Life Planner (RLP) trained by financial life planning pioneer George Kinder. He and the team use that knowledge to help individuals and families in Niagara additionally across Canada retire with peace of mind, clarity, and confidence. Cody hosts monthly financial planner meet ups to share best practices with like-minded financial planners. He is also deeply committed to the Niagara community, serving on the Board of Big Brothers Big Sisters of Niagara as well as a role model to Leo. Cody has been active for many local causes and raised over $50,000 for children in the region.
Ideal Clients
Pre-retirees and retirees, my focus is to help them with the challenging financial, social, and emotional transition into a new life. I provide the guidance, advice, accountability and plan to life the retirement life of their dreams.
Compensation
Fee based and fee only. Registered with Sterling Mutuals Inc.
Insurance licensed as well through TruStone.
Industry Start Date
2018