Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
21 July, 2017
The Bank of Canada (BoC) raised its benchmark interest rate by ¼ point, the first increase in seven years... Read More
14 July, 2017
As expected the Bank of Canada raised its key lending rate for the first time in 7 years by 0.25% to 0.75%.... Read More
With expertise and experience gained from more than 30 years of helping individuals and families achieve their goals, we are committed to delivering top-tier service.
Bob has been our planner/adviser for a couple of decades which in itself shows the confidence we have in his reseach and direction in accordance with our needs toward a comfortable retirement.
We've been associated with Bob for only about 5 years, but wish we had met him long ago! He is well aware of our plans and very attentive to our needs. Bob has a wealth of knowledge that was very evident from the first meeting and we feel very confident in his investment advice. We especially appreciate that Bob personally contacts us regularly even if it is to just "touch bases".