Description: We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.
twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause Home Our Advisors Our Services Client Centre Blog & Insights Contact Client Portal Home Our Advisors Dean Barnard Rob Bauml Robert Dunlop Jodi Jenkins Greg Mussenden Franz Vickerson Our Services Client Centre Blog & Insights Contact Client Portal You CAN Prepare for the Unexpected. Summit Financial can guide you along the right path. Contact us to get started today
Effective financial planning is more than just planning for your money - it’s planning for your life.
Our goal is to work with our clients for the long term, not simply to assist them with their original purchase. Our commitment is to provide ongoing advice and consultation to ensure your insurance and investment portfolios evolve as your unique needs change.