Know exactly what you’re getting when you invest.

With over 25 years of knowledge and experience, we can guide you to your best investment options. Our independent financial advisory firm is located in Burlington, with services available throughout Southern Ontario. We work primarily with serious investors who are motivated to achieve outstanding results. One of our many specialties is working with future and current retirees to plan and execute a sustainable retirement income, ultimately providing a peace of mind. When you work with us, you can expect a personable experience, combined with quality and consistency. You will be working closely with the same advisor, every time.

• Your advisor will know your financial situation inside and out, so you can benefit from a strong relationship and stay in control of your finances.


• You work with an entirely independent firm. We have no ties to banks or brokerages. Our compensation is based only on the solutions we provide. This means you can measure the value of our services.


• You will experience complete fee transparency. Fees are fully transparent, easily understood and reported to you on a regular basis. Some fees are even potentially tax deductible!


• You will benefit from a fair and fully-transparent, fee-based service agreement. Client fees are negotiable based on the size of the assets and the scope of the work involved.