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Contact Us

Doug Williams
Mark Ryan, CA
Michaela Judickas

Toll Free: 800-265-4195
Tel: 519-646-3021
Tel: 519-641-7151

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

While a financial plan has a number of components that must work together, a solid investment strategy is critical to ensure success. We firmly believe investors are best served by adhering to the following guidelines:
  • have a written investment strategy...... keep it simple, and stick with it


  • having the right asset mix (the ratio of stocks to bonds/GIC's) is critical


  • invest only in quality securities that you understand


  • always invest with the tax consequences in mind


  • try not to follow the crowd, or get distracted by the media


  • make sure you're aware of all the costs associated with your portfolio


  • if your objective is long term, try to focus only on long term issues