We are a financial services firm proudly serving professionals, business owners, retirees, and multigenerational families in Waterloo, Kitchener, Cambridge, Guelph, and the surrounding areas. Whether you’re building wealth, preparing for retirement, or planning your legacy, we’re here to help.

Please use the form to contact our office — we aim to respond to all inquiries within 24 hours or sooner.

Prefer to speak with someone directly? Call us at (519) 884-3360 to schedule a personal consultation.