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Robert Lacey
Bradley Eizenga
Kyle Kootstra
Greg McNeill
Helene Prelipceanu
Susan Mole
Sherone Benwell

Tel: 519-258-2701

100 Ouellette Avenue
Suite 1100
Windsor, ON
N9A 6T3

Helping you do the Things you want to do..........
when you want to do them.

We are a complete Wealth Management team of experienced professionals specializing in Discretionary Portfolio management, Retirement & Financial planning, as well as Insurance & Estate considerations.  Our approach is grounded in solid investment discipline along with a holistic approach to achieving your individual goals.

Read the latest commentary from Douglas Porter's "Talking Point's", by visiting the Commentary Page.

Check out our Events tab for the next activity in our Vibrant Living Series

Parking option for clients:  We have passes to use at the Chrysler building parking garage when you come to visit us.  Entrance is on Ferry street.