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Robert Lacey
Bradley Eizenga
Kyle Kootstra
Ana Kleer
Sue Mole
Sherone Benwell
Chantelle Amicone

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.
  • Catch Brad's recent interview with CKLW AM800 discussing family  wealth planning!
  • Brenda Bouw, of The Globe and Mail, interviews Brad on the 'Perils of Living longer'. Click here to read the full article!
  • Read the latest commentary from Douglas Porter, BMO's Chief Econimist, by visiting the Commentary Page. 
  • To find out more about our Vibrant Living Series, make sure to check out our Events tab for our latest Upcoming Events!
  • 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.