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Joe Goverde
Debbie LeBlanc
Jennifer Morrison CFP, TEP

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

 

Our Clients

We have incredible clients. The majority are affluent retirees who were professionals and business owners during their working years. They worked hard and smart to accumulate their wealth and do not want to risk losing it.  The rest of our clients are still earning and saving and we work diligently with them to ensure they can retire with confidence when they are ready. 

Our favourite part of the job is hearing about our clients'  families, their businesses and their life’s work. They are proud of what they have done, and should be. We are here to ensure their wealth is preserved, and grows enough to meet all of their future goals.