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Who are we:

A client driven financial services enterprise, founded upon the principles of:

Creative Thinking and Planning
Customized Product Solutions....designed to meet personalized objectives and needs, and
Precise and Targeted Action Plans.....formulated to get you where you want to go.....with the ongoing guidance and support of the truly Independent Professional Advisor.

Recent Articles

Putting It In Perspective

Submitted by admin on June 13, 2022

The investment markets have been very "volatile" since the start of 2022. Volatile is just financial industry jargon that means markets move up and down. For retail investors, the biggest concern is when markets move down. Retail investors love when markets go up and usually cringe or flinch when they go down.

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Can You Be Over-Insured?

Submitted by admin on June 13, 2022

life insurance

life planning

Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen.

Concerns about recouping losses if a home is robbed, or a favorite vintage guitar is destroyed during a basement flood, are questions with very routine answers. But when it comes to considering the value of a human life, many people don’t take the necessary steps to protect their loved ones against the financial loss when a primary income-earner dies.