The purpose of this series is to educate consumers on some simple principles that will take the …
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 embrace investor education because it enables us to build strong relationships with our clients.
Please contact us for assistance with any financial questions.
We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
The purpose of this series is to educate consumers on some simple principles that will take the …
A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder …
Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation …
How We Help
Without barely a moment’s thought, you would protect your family from an immediate threat. But would you...
You have worked all your life and saved for retirement. What other planning work could possibly be left? Estate planning is not...
After years of living the “rat race”, you are looking forward to the day when you can start living on your own...
You get home from work, your spouse is tired, and the baby just spilled spaghetti all over the carpet. Your older child got...
During the last market downturn a few years ago, retirees who had all their assets in equities saw their nest egg...
First you were putting on their diapers. Then you walked them to their kindergarten classroom. You helped them with...
About Us
We serve individuals, families and businesses in the Kitchener area. Our primary goal is to help each client meet their unique financial goals. We are never satisfied until you are.
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