Managing your financial well-being,one step at a time.
Start todayWe take the time to thoroughly understand what it is you want to achieve.
Expert advice whenyou need it.
We are independent financial advisors and a family-run business in the Bay of Quinte region.
We provide financial advisory services and act as an independent broker for financial products. We are able to deal with the majority of financial institutions on behalf of our clients. And we use investment, insurance and planning software to ensure recommendations are made on an objective basis.
Our Commitment to You
We take the time to thoroughly understand what it is you want to achieve. We strive to help you meet your goals while providing an engaging, superior level of client services.
Schedule a conversation!How we help you succeed.
Understand your goals
Gather information about your situation
Evaluate your situation
Discuss options
Create and implement your plan
Monitor your plan
Discuss updates and observations
Reach your goals – Maintain confidence – Balance financial security and growth.
Your First Step to Financial Well-Being.
Schedule a brief conversation with us. We will discuss your financial situation and provide a no-obligation recommendation on how we can work together to meet your financial goals.
613 . 771 . 1119
Why Choose a Certified Financial Planner?®
A Certified Financial Planner® (CFP)® certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the FP Canada. Only those individuals who have met rigorous education, examination, experience, and ethical requirements earn the right to call themselves CFPs®. Canadians seeking competent and ethical financial planning services should look for the CFP® mark.
For further information about the CFP® designation and/or FP Canada, please Click Here.
