Custom Financial Services Inc.

Address: 26 Benson Avenue, Suite 202
Richmond Hill, Ontario
L4C 4E6
Business: 1-905-737-6177
Toll-Free: 1-877-737-6177
Fax: 1-905-737-3039
Email: headoffice@customfinancial.ca

Josée Racco

Custom Financial Services Inc. is proud to be celebrating more than 50 years in the insurance industry. A family run business started by Joe Racco in 1965, the company was founded on the principle of building long-term relationships with each and every client. Since entering the business in 1998, Josée Racco has helped grow the company along side her father and mentor. She is dedicated to maintaining and helping her clients achieve their goals for future financial security. Every client and every situation is handled with honesty, integrity and compassion. Her empathy and ability to connect with others allows for easy communication. Josée is fluent in English and French.


Custom Financial Services offers a variety of insurance products, such as tax sheltered investments with protection from creditors and probate bypass. You're encouraged to contact us for more information and find out how a plan can be customized to reach your financial goals.

Deborah Reid, B.Sc., M.Sc.

Deb has been a Financial Advisor with Custom Financial Services Inc. since 2010. Her personal interest in helping family and friends with their financial questions and plans lead her to adopting the financial services industry as her second career. Deb focuses on connecting with her clients to ensure they have the right solution to their individual financial needs. From young adults saving for retirement to boomers and retirees who want to protect their assets, and from small to large businesses … Deb works closely with each client to create their customized financial plan.

Deb`s 30 years’ experience as a senior manager and advisor with the Ontario Government on financial and insurance issues combined with her education in financial services, business and the environment gives her the ability to understand that one size does not fit all. At Custom Financial we believe a customized solution is the best solution for financial peace of mind. 

 

Subscribe to our Newsletter

Subscribe

 

Contact Us

*Required fields