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Contact Us

Ben Hiron BBA, CFP, CIM
Judy Mellor, CFP

Tel: 705-949-1124
Tel: 705-949-0588
Fax: 705-949-8081
Toll Free: 800-303-3261

Address
390 Bay Street
Sault Ste. Marie, ON
P6A 1X2
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Our approach is different. Because our clients are different.

What is most important to you? Ben will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
Ben and our team of experts are here to understand your life priorities and deliver on our commitment to:
 
  Assess your financial goals and level of risk tolerance

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

 Put your customized investment plan into action

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

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