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Our Firm was established in 1992. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals. What makes us different? It’s our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds – in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered Finan

Our clients are individuals, families, seniors, executives, business owners, retirees, employers, professionals, corporations, hospitals, schools, and municipalities… helping each with their most important financial needs. Whatever your goal, whatever your circumstance… Whether you are just starting out, or well on your way, we’ll help steer you on the appropriate path to achieve your financial goals and dreams.

Putting together your financial goals and plans on your own can often become overwhelming. Working with one or more of our Financial Professionals may help put the pieces in place, so you can meet your goals and plans for the future.

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