A Plan you can trust, from a team that cares.

For decades, we’ve been helping the people in our communities achieve the goals they’ve set for themselves, their families, and their businesses. Offering experience and knowledge you can trust, and building relationships with genuine care, we take every step to ensure you feel confident in your future—living life on your terms and creating a legacy that reflects your values.

 

We created Churchill Wealth Advisory Group because we bring different strengths to the table—but are like-minded where it matters most:

Our investment style:

We construct value-add portfolios that maximize long-term income and growth potential, while respecting your risk tolerance—integrated with comprehensive services to meet every wealth need.

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Our client relationships:

Recognized by BMO for Distinguished Client Loyalty, we go the extra mile to be your trusted counsel for the long term. Always ready to help with your questions or concerns, we’ll keep you on track with your aspirations.

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Our credentials:

All Certified Financial Planners and Charted Investment Managers, you can rest assured we have the skills, knowledge and experience to manage your full financial picture, at any level of complexity.

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It all starts with a conversation. Contact us today.