Our team provides a personalized approach in assisting clients with a full range of services including comprehensive financial planning, retirement and education planning and investment management.  Additionally we specialize in risk management strategies for needs in the event of death, disability or critical illness.

We are leaders in delivering comprehensive planning for overall financial health and offer RRSPs, RRIFs, TFSAs, RESPs, GICS, Non-Registered Accounts, Life, Disability & Critical Illness Insurance and Travel Insurance.