Our Clients

Stephen has been advising me on my financial affairs for over 10 years. He has always been thoughtful and insightful with regard to my needs, rather than his own. His investment suggestions have been sensible and fair, and even in the current challenging conditions Stephen has continued to be driven by a desire to serve my best interests. I think of Stephen as much as a friend and a Financial Advisor who I can turn to for any number of matters, and be confident of his understanding. I fully expect Stephen to figure in my personal financial needs for many years to come.

- C.B, Ottawa, ON


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What do you have planned?

We design customized financial solutions with a clear understanding of each client's needs and goals.

Circumstances and responsibilities change over time, and financial planning should too. We help our clients make adjustments for career and lifestyle changes, retirement, the birth of children and grandchildren, and other major life events.

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For your life

From investments and life Insurance, to long term care and estate planning, we provide advice for all stages of life.

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For your business

We specialize in employee benefit plans/group benefits, group pension & RRSP plans, as well as key-person, critical illness and life insurance for business.

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