Financial Advisor, Broker, Founding Partner
Welcome to Our Financial Plans
Independent Financial Advisors
As independent advisors, we pride ourselves on presenting unbiased financial advice to help our clients reach their goals. We are not bound by company restrictions in making recommendations. Our diverse product shelf provides solutions from the top financial service firms in Canada. We are a local firm whose greatest strength lies in our delivery of personal plans to each of our clients.
A roadmap to your financial success
We understand that each client has unique goals and priorities that will change over time. Our advisors ensure they have a clear picture of client needs and have the experience and tools to help them achieve financial success.
Our clients can rest easy knowing that care to safeguard their finances in case of life’s unpredictability are met, no matter what stage of life they are in.
We work closely with Investment, tax, estate and legal experts to best support of clients’ sophisticated planning needs.
Our extensive shelf of solutions represent some to the top financial institutions and money managers in the country
Our mission is very clear
To be a leader in the financial services industry through expertise, innovation and outstanding service.
Our Team
Financial Advisor, Broker, Founding Partner
Executive Assistant
Office Manager
Newsletter
One of the main benefits of an RESP is that it’s a tax-deferred savings plan; however, when it’s time to take the money out, there are some things to consider.
Let’s face it – plans can change. Although many parents want their children to go to college or university, not everyone’s future involves a post-secondary campus.
Global equity markets moved higher over the month of July. Investor sentiment was largely positive as economic data pointed to the strong likelihood of the global economy avoiding a recession this year. Still, returns were muted as global central banks lifted rates and economic data was largely unimpressive.
Not sure where to start?
Our Buy Now page is a great place to obtain quotes or to purchase online.
We offer travel insurance from 5 different providers!
7 different health and dental plans for individuals and families from 4 different insurers.
Life insurance- coverage regardless of health
Critical illness insurance - it's simple and affordable! (Get started with 4 yes or no questions)
High-interest savings accounts from Manulife Bank.