Our focus is on the conservative investor that seek high quality investments. Along with our insurance and estate planning techniques we feel we are best suited to help our clients and their families reach their long term goals.

We offer a range variety of products including:

Very competitive GIC rates, corporate bond issues, mutual funds, insurance planning including segregated fund options, quality stock research opinions and competitive rates on cash balances.

We believe our strength is understanding our clients well enough to meet THEIR needs and we will never offer any Edward Jones proprietary products. We can offer the best companies available because we have no affiliation with a demanding "parent" company. 

We offer regular information seminars at no charge or obligation and encourage our clients and their families to be as informed as they wish to be before making any investment decisions.

Thank-you for taking the time to consider us and please feel free to contact us for a complimentary review of where you are today and where you want to be down the road.