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Contact Us

Lee Bonell
Tom Jackson, BSc, CIM, FCSI
Garth Postans
Nancy Fratpietro
Anita Smith

Toll Free: 800-461-4191
Fax: 807-345-6741
Tel: 807-343-1909

Address
1127 Barton St.
Thunder Bay, ON
P7B 5N3
Map

Our Mission Statement

To provide comprehensive wealth management through personalized financial advice.

To build a relationship based on trust and a process that delivers peace of mind.

To be the last investment professionals you will ever need to deal with.

Our Core Investment Philosophies
  • Focus on clients' needs/goals, not on products

  • Keep clients on track to reach their financial goals

  • Create a comprehensive plan and follow it

  • Carry out regular reviews with clients to reevaluate situations, goals and needs

  • Help clients through life changes, including marriage, retirement, estate issues*, separation/divorce, death of a spouse etc.