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By adopting a comprehensive business and personal planning approach, I assist business owner clients and their families make informed decisions about their future, wealth, and the legacy they leave behind. 

503 - 3027 Harvester Road

Caldwell Securities Ltd. provides independent, personalized and innovative wealth management strategies, investment solutions and professional investment management for families, individuals, corporations, trusts and foundations.

1464 Cornwall Road

Caldwell Securities Ltd. provides independent, personalized and innovative wealth management strategies, investment solutions and professional investment management for families, individuals, corporations, trusts and foundations.

1464 Cornwall Road

I help clients achieve their goals through careful financial security planning. I work with my clients to create a financial security plan that addresses their concerns in four key areas: cash flow, income protection, retirement and estate planning. No Plan is the same.

2462 Appalachain Dr

Next to health and family, money can be the most important concern in life ? earning enough and keeping enough to live comfortably now and in retirement. It's a concern that is heightened by today's uncertain economic environment. At Howard, Barclay & Associates Ltd. we ease your anxiety about investing. Our portfolio managers help you to build equity over the long-term so that you can live and retire concern-free.

217 Speers Rd

Lowell Douglas Limited provides audit and advisory services to financial institutions and their borrowing customers within the Asset Based Lending ("ABL") industry in Canada and the USA.  We understand that field audits and surveys in the ABL arena are specialized and centered on specific risk management objectives, and we work with our clients and their customers to ensure that audit and advisory results are complete, timely and accurate regardless of size or complexity. 

1375 Tinsmith Lane

As an Edward Jones advisor, I find it extremely rewarding to work with individuals to discover what's most important to them. Once we've identified their goals, we work together to construct well-thought-out solutions tailored to their unique situations. I then partner with them throughout their lifetimes to help them remain on track, regardless of what the market or future throws their way.

3420 Rebecca Street, Unit 22