After over 20 years in financial management, we know the biggest obstacles people face when managing their finances is time and doubt. Everyone has experienced a shortage of time and attention to properly utilize all that is available to them and then create doubt in their decisions due to quick decisions, or no decisions at all.
With over 100,000 licensed investment and insurance “sales people” in Canada, it is important to work with accredited professionals in Wealth Management. Holding the CERTIFIED FINANCIAL PLANNER, Chartered Life Underwriter (tax and estate planning) and the Registered Retirement Consultant (RRC) designations, puts us in the top 5% of accredited financial advisors in the country*.
Our clients do not need to choose between convenience and specialized advice. Our practice is designed to allow you to live the life you desire while having your financial affairs closely managed.
*Based on CSA, Advocis and FPSC