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Contact Us

Felice Bontempo
Cassandra Baylis

Tel: 905-681-7151
Toll Free: 1800-403-8147
Fax: 905-681-2953

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
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Our Commitment

Our Mission is to bring insight, clarity, and vigilance to your financial affairs. Like a lighthouse, we shine a light which will illuminate your way, so that you can feel confident about your future.








Our Client Commitment:
  • To listen intently in order to understand what you need;;

  • To help you clarify what you want your money to do and where you want it to take you;

  • To never forget whose money it is;

  • To help you become more financially fluent;

  • To help you understand risk in its various forms;

  • To charge clear and transparent fees for the valuable services we render;

  • To provide clear financial plans and sensible strategies, and monitor them regularly to keep you on track;

  • To always give you hope for a better future.