27 Leenders Lane, Erin, ON N0B 1T0View on Map »

It's your money... and your peace of mind. We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

Dealer

Recent Articles

Posted on: August 7, 2017
The wedding and honeymoon are over and you're settling in to your new life. You've accomplished many goals together over the past year with compromises being made over wedding plans, honeymoon destination, and a million and one other details. As you settle in for a long and fruitful life together,...
Posted on: July 10, 2017
A minor fire storm of gossip and criticism hit the Toronto talk radio airwaves in early June as preparations for the Canada 150th birthday celebrations were fully underway!
Posted on: July 10, 2017
Have you considered putting aside extra funds for the teenage years? If you have not thought about this, then you may want to if you have a child that is quickly headed towards the adolescent years. This can be a turbulent time, not just with the emotion and drama it can bring, but also with all...

Services

By admin Mar 25
You have worked all your life and saved for retirement. What other planning work could possibly be left?
By admin Mar 24
After years of living the “rat race”, you are looking forward to the day when you can start living on...
By admin Mar 21
During the last market downturn a few years ago, retirees who had all or most of their assets in...
By admin Mar 5
First you were putting on their diapers. Then you walked them to their kindergarten classroom. You...