Skip Navigation

Contact Us

Doug Williams
Mark Ryan, CA
Michaela Judickas

Toll Free: 800-265-4195
Tel: 519-646-3021
Tel: 519-641-7151

255 Queens Ave.
Suite 1900
London, ON
N6A 5R8

Our Philosophy

While a financial plan has a number of components that must work together, a solid investment strategy is critical to ensure success. We firmly believe investors are best served by adhering to the following guidelines:
  • have a written investment strategy...... keep it simple, and stick with it

  • having the right asset mix (the ratio of stocks to bonds/GIC's) is critical

  • invest only in quality securities that you understand

  • always invest with the tax consequences in mind

  • try not to follow the crowd, or get distracted by the media

  • make sure you're aware of all the costs associated with your portfolio

  • if your objective is long term, try to focus only on long term issues