During the three decades we’ve been serving clients, we’ve worked hard to earn our reputation for being friendly, knowledgeable, responsive and dependable.
Each of our financial planners is accredited and experienced, and they are supported by an enthusiastic and highly qualified administrative support team.
Our offices are conveniently located in our beautiful historic building on Academy Road, and our electric charging stations are available to clients during office hours and to the local community during evenings and weekends.
As an independent financial solutions provider, we have a vast supplier network and the flexibility to work with only those suppliers who offer the highest quality products. We are able to access hundreds of mutual funds from dozens of companies, we represent most major insurance companies in Canada as well as most major insurance, trust and banking institutions that offer Guaranteed Investment Certifications (GICs).
In addition, we continually study the marketplace to help ensure that our recommendations to you are backed by the most current possible information.
Let us plot a course for your financial success.