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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
Map

Our Mission 

"We partner and pro-actively counsel a select group of clients and their families in order to provide clarity, purpose and confidence to their wealth management goals." - Felice V. Bontempo

Connection⇒ We are going to CONNECT as individuals and commit to a professional relationship
Discovery⇒ Together we will DISCOVER the issues that are relevant to you and your family, now, and as they  evolve
 
Creation⇒ Through our pro-active approach our team will CREATE a plan that encompasses your financial and personal objectives
 
Confirmation⇒ Your CONFIRMATION is a call to action for our team as we implement your plan
 
Review⇒ We will continuously REVIEW and re-confirm that we are heading in the right direction based  on the continuous discovery of your needs and objectives