DJ Hare

Investment Advisor, P.Eng, MBA, CFP

Tel: 705-675-8900

Fax: 705-523-0581

Toll free: 1-800-450-7655

Patrick Brouzes

Investment Advisor, CFP, FCSI, FMA, PFP

Tel: 705-675-5029

Fax: 705-675-6396

Toll free: 1-800-450-7655

Mary Morrier

Investment Representative, Sales Assistant

Tel: 705-675-8900

Fax: 705-675-8936

Toll free: 1-800-450-7655

Branch Address

27 Cedar Street

Suite 301

Sudbury, ON

P3E 1A1

DJ's Primary Office

2017 Long Lake Road

Sudbury, Ontario

P3E 4M8

Patrick's Primary Office

27 Cedar Street

Suite 301

Sudbury, Ontario

P3E 1A1

Timmins Office

27 Pine Street South

Timmins, Ontario

P4N 2J9

Mindemoya Office

6103 Highway 542

Mindemoya, Ontario

P0P 1S0

Gore Bay Office

68 Meredith Street

Gore Bay, Ontario

P0P 1H0

Little Current Office

29 Water Street East

Little Current, Ontario

P0P 1K0

Elliot Lake Office

17 Mary Walk

Elliot Lake, Ontario

P5A 1Z9

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Publications

Publications

Tax Planning Strategies

September 12, 2022

Tax Slips Overview

Managing Your Wealth

September 2, 2022

Having Meaningful Money Conversations With Your Partner

Estate & Succession Planning

September 2, 2022

Estate Information Organizer

September 2, 2022

Estate planning for complex family dynamics

Current News / Affairs

March 29, 2023

_Federal Budget Review

Education and Knowledge

September 1, 2022

Investing Handbook

DJ Hare

Patrick Brouzes

Mary Morrier

Branch Address

DJ's Primary Office

Patrick's Primary Office

Timmins Office

Mindemoya Office

Gore Bay Office

Little Current Office

Elliot Lake Office

Client Login