Financial Advisor, Broker, Founding Partner
Welcome to Our Financial Plans
As independent advisors, we pride ourselves on presenting unbiased financial advice to help our clients reach their goals. Company restrictions do not bind us in making recommendations. Our diverse product shelf provides solutions from Canada's top financial service firms. We are a local firm whose greatest strength lies in our delivery of personal plans to each of our clients.
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 is met, no matter what stage of life they are in. We work closely with Investment, tax, estate, and legal experts to best support clients’ sophisticated planning needs.
Our extensive shelf of solutions represents some of the country's top financial institutions and money manager
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 represents some of 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
An important part of every financial plan, critical illness insurance provides a lump-sum, tax-free benefit upon diagnosis of a covered condition.
An essential goal of Estate Planning is to reduce the impact that liabilities will occur at death. Most people aren’t aware of the impact of these taxes and fees.
Many of us have been touched by different organizations in our lifetime. It may be our church or hospital, perhaps our university, or organization such as Heart & Stroke or Cancer.
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.