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Lee Bonell
Tom Jackson, BSc, CIM, FCSI
Garth Postans
Nancy Fratpietro
Mark Moulson, CFP, CLU, TEP
Marlene Fortin, FLMI, ACS

Toll Free: 800-461-4191
Fax: 807-345-6741
Tel: 807-343-1909

Address
1127 Barton St.
Thunder Bay, ON
P7B 5N3
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Commentary

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.