London 519-474-6643 | Clinton 519-482-7390 | Toll Free 1-855-774-5356

Are you Waiting for Success or Planning for Success

All financial situations, simple or complex, deserve careful planning, consideration and expert execution. Our unique approach works with you to discover and define your individual priorities and particular financial goals. With clear targets in hand, we can move forward with sensible, personalized strategies and solutions intently focused on helping you realize your goals and aspirations.

Services We Offer


Comprehensive Financial Plans for Individuals and Corporations

  • Retirement and Investment Planning

  • Succession and Estate Planning

  • Agent for Executor

  • Education Savings Planning

  • Tax Minimization Strategies

  • Company Stock, Pension and Group Plan Advice

  • Home Purchase Plan Strategies

  • Mortgage and Loan Advice

  • Day to Day Cash Management

  • Life and Disability Insurance Recommendations and Reviews

Products We Offer


  • Stocks

  • Preferred Shares

  • Exchange Traded Funds (ETFs)

  • Bonds

  • Mutual Funds

  • Segregated Funds

  • Life and Disability Insurance

  • Annuities

  • GICs