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Contact Us

John Strba, CFP, TEP
Clara McPherson

Tel: 905-897-5217

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

We build purposeful multi-generational relationships with our clients, utilizing our full experience and resources to facilitate a mindset of financial independence.

 
Our Specialties

Professional Portfolio Management
Estate and Insurance Planning
Retirement and Financial Planning
Tax Planning




Our Core Values

In putting you first, we develop a tailored and comprehensive financial strategy setting in motion the journey to financial sucesss. I have learned over my twenty plus years of experience in the investment industry that trust is the key to a solid, long-lasting and mutually beneficial client-advisor relationship. We are proud of the level of service we provide and the strong relationships we have been able to develop with our clients from the first meeting and throughout the continuation of our investment journey.

Our pillars are based on:
  1. Mutual Trust
  2. Consistency
  3. Performance
This is what we do. Feel free to contact us today.