Manage Your Risk. Grow Your Wealth.
With over 100 years of combined experience, our advisors specialize in helping individuals make wise decisions in managing their risk and growing their wealth.
Our goal is to educate employees to ensure that together we can make the best decisions for their family’s needs.
Our advisors work in the areas of:
- Life insurance
- Disability Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Investment Management
- RRSP’s, TFSA’s, RESPs
- Estate Planning
- Retirement Income Planning
- Corporate Investment Accounts
Your financial goals are our priority. With thousands of individual clients across Central and Southern Ontario, along with hundreds of millions of assets under management, our advisors are committed to clients never lacking for information and professional guidance. To ensure our clients are always provided with the best information and guidance, we have created an atmosphere that encourages a “sharing of knowledge” within our firm, along with building strategic alliances with other experts in the field.