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
YOUR FAMILY . . . YOUR WORLD
Your partner, your children, your parents, your passions. All are so very important.
Your financial situation plays an important role in your world.
We want to help.
We will help you clarify and understand your current position. We will help you determine your priorities and goals. Most importantly we can start you on a plan to help you reach your goals.
We can offer our assistance and services in so many areas.
Family Priorities - Net Worth, Real Estate, Assisting Kids, Assisting Parents
Income Protection - Disability, Survivor Income, Asset Protection, Critical Illness
Investments - Traditional Brokerage, Managed Money, Fee-Based Brokerage, Risk Management
Retirement - Investments and RRSPs, RRIFs, Locked-In RIFs, Company Pension, Business Succession
Estate Plan - Wills, Trusts, Heirs, Charity
If it is part of your world . . . it is a part of ours.