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Candice Dziedziejko
Teri Cook, CFP
Hilary Gagnon
Lindita Sulemanovski

Tel: 519-886-4134

20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2

Why Work with Us?

We take a proactive, comprehensive approach to helping clients understand how all parts of their financial needs fit together. We leave no stone unturned.

Comprehensive family wealth management
Advanced corporate tax planning
Corporate estate freezes
Individual Pension Plans
Investment holding companies
Family trusts
Personal tax minimization strategies
Retirement income planning and projections
Estate planning strategies

Contact us today to start now!