The bank has specific products and services available to them. We, on the other hand, are not tied to any particular company. This is important as we build your strategic plan based on your needs and not products.

In an industry where advisory firms can feel intimidating for many investors, it is quite the opposite with our team. We genuinely want to make a difference in our clients' lives and do so with trustworthy advice and diligent strategic planning.

Yes, we have clients all over Ontario.