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Contact Us

Robert N. Hesp, CFP, FCSI, CIWM
Li Yu 俞笠, MBA
Jessica Banka
Frank Lapierre, CFP®, CLU
James Waters, BBA, CFP, CIWM

Tel: 1855-305-2851
Tel: 905-354-1211

80 King Street West
Suite 600
St. Catharines, ON
L2R 7G1

Other Locations

BMO Bank of Montreal
6760 Morrison Street
Niagara Falls, ON
L2E 6Z8

Our Mission

1. To be the best wealth advisory team in the world, measured by the value, service, written wealth plan and experience that we deliver to our ideal clients.

2. To help others, and ourselves, achieve health, relationship, lifestyle and financial success... wealth.

3. To offer everyone a Financial Road Map because everyone deserves the experience.