Call us! 905 309 1123



We believe in comprehensive professional financial planning. Our purpose is to help you determine what is important to you and to bring congruity and harmony between your actions and your values. Our expectation is to build a committed relationship with you over your lifetime.

We are committed to providing planning and investment management guidance for individuals, families, pension funds, trusts, charities, not for profits and institutions. In addition to providing the same level of expertise and service formerly available only to large institutional clients, we offer:

  • Absolute confidentiality
  • Qualified, experienced and credentialed professionals
  • Best of Breed” solutions
  • Unbiased advice and judgment

We offer a broad range of financial services.

We are not owned by a bank, trust company, insurance company or any other provider of financial services.  Being fully independent, we are able to offer our clients unbiased recommendations specific to their individual needs, regardless of the company providing the product. This allows us to not have any conflicts of interest and operate client first.

We work with individuals, families, business’ and charitable organizations in the management of their financial affairs.


  • Life
  • Disability
  • Critical Illness
  • Individual Health Plans
  • Long Term Care
  • Group Benefits

Our Address

17 Ontario Street
Grimsby, ON., L3M 3G8

Phone: (905) 309-1123
Fax: (905) 309-3990


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