Helping Everyday Canadians
Bringing previously inaccessible knowledge and experience to you.
What We Do
Our goal is to provide a place where clients can reach an advisor when it’s convenient to them and feel like they are valued.
Approachable and Accessible
Excellent quality of service delivering:
♦ Investment Management
♦ Mortgage Brokering
♦ Life Insurance Brokering
♦ Financial planning at onset
♦ Annual meetings
♦ 1.5% Investment Portfolio Management Fees**
Contact
Phone
Address
Investment & Financial Advising serving Newmarket, Aurora, Bradford, Kleinburg – Privacy Policy
** 1.5% management fees refer to when we utilize an ETF strategy. For smaller accounts in mutual funds, which rarely happens, compensation in the form of a trailer fee is paid to the portfolio manager by the mutual fund company.