Kevin Roberts, BBA, CIM, FCSI
Tom Jackson, BSc, CIM, FCSI
Mark Moulson, CFP, CLU, TEP
Marlene Fortin, FLMI, ACS
1127 Barton St.
Thunder Bay, ON
Our Mission Statement
To provide comprehensive wealth management through personalized financial advice.
To build a relationship based on trust and a process that delivers peace of mind.
To be the last investment professionals you will ever need to deal with.
Our Core Investment Philosophies
- Focus on clients' needs/goals, not on products
- Keep clients on track to reach their financial goals
- Create a comprehensive plan and follow it
- Carry out regular reviews with clients to reevaluate situations, goals and needs
- Help clients through life changes, including marriage, retirement, estate issues*, separation/divorce, death of a spouse etc.