Mailing Address:
208 Ontario St.
Stratford, ON N5A 3H4

Phone: (519) 273-7377
Fax: (519) 340-0230

Email Us:
You can email us directly



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By |June 9th, 2015|

How do you get paid?

The industry, in general, is paid in two ways: Commission and Fee-for-Service. The choice is yours. We receive commission income when we provide our clients with investment and/or insurance solutions. Like any business, this pays our rent, staff costs, dealer fee, professional fees and compliance fees as well as providing for […]

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By |June 9th, 2015|

Personal Financial Survey

Personal Financial Survey – PDF

Debt Retirement Solutions

Mortgage Calculator

MER Video

CRA – Canada Revenue Agency

Globe Investor

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By |June 9th, 2015|

Q2 Letter

Seniors in Canada outnumber kids under 15 for first time ever

Many Canadians would struggle if mortgage payments grew slightly

Can you trust your financial adviser? Ask these 3 questions to find out

Most Canadians expect semi-retirement or none at all

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Client Appreciation Day July 18, 2015

By |June 9th, 2015|

We are pleased to announce that our client appreciation day is coming up on July 18th. Join us for a night at the movies!

We will be watching Minions. Movie starts at 10:00am. Keep an eye out for your invitation.

Please RSVP by calling our offices at 519-273-7377 or emailing Olivia at

See you there!

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