We are a team dedicated to helping our clients achieve financial success. In today’s world, we believe a team approach allows our organization to provide high quality information about financial products and services.
Companies large and small can benefit from solutions that help protect your business and the people who work for you. Because every business is unique, plans can be tailored to suit your specific needs.
Growing and protecting the income you and your family depend on is a challenge. Whether it’s through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security.
A look back at the second quarter of 2014. After a hesitant start to 2014, positive trends in the global economy helped to push both equity and bond prices higher in the second quarter of the year, and the Canadian dollar rose in value relative to its U.S. counterpart.
The third annual Men in Heels event was another resounding success raising over $27,000! Thank you to all our client and friends that sponsored our office – this event is a success because of all of you. All proceeds of the event go to Nova Vita Domestic Violence Prevention Services. Click Here For More
Introduced three days ago, a new private member bill tabled by Sudbury, Ont. MPP Rick Bartolucci is already garnering industry attention. The bill will provide the financial services industry with the power to establish a code of ethics.
A look back on 2013 and what’s to come. Every three months we publish a one page article about various financial topics, from market summaries, new tax laws and trends in the financial services industry.