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Contact Us

Joe Goverde
Debbie LeBlanc
Jennifer Morrison CFP, TEP

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

What is most important to you? Our solutions are based on your answer and developed to maximize opportunities and mitigate potential risks and challenges down the road. 

We need to understand your priorities and we will deliver on our commitment to you by:
 Assessing your financial goals and level of risk tolerance

 Developing a strategic and effective in-depth plan based on your current financial picture

 Putting your customized investment plan into action

 Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

  Meeting at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary