Serving Guelph and area since 1978. Our Mission is to enable business owners and private individuals to create and implement comprehensive, customized financial programs that fulfill their current and future needs. We offer dedicated service and ongoing reviews to ensure that our clients’ goals are realized. We offer our clients a no-cost, confidential consultation that establishes a personal investment profile, defines risk tolerance, and combined with technology, produces a personal investment module. Your long and short-term goals are identified during an interview and using our Financial Planning System, we arrive at a personalized financial plan complete with investment strategies, retirement income planning and estate planning.more...See more text
Products and Services
Certified Financial Planners And Advisors,
Retirement Planning,
RRSPs/RRIFs/LIFs/Term Deposits/GICs,
Guaranteed Income Plans For Life,
Annuities,
Group RSPs And Pension Plans,
High Interest Savings Accounts,
Tax Exempt Life Programs,
Pension Maximization,
Insured Annuities,
RRIF Insurance,
Estate Bond,
All-In-One Flexible Mortgage Accounts,
Wealth Accumulation And Succession Planning,
Intergenerational Transfers,
Life, Disability And Critical Illness Insurance,
Long Term Care, Health And Dental Insurance,
Personal And Executive Deferred Compensation Plans,
