Knowledge at your fingertips!

From providing insights into your well-being to offering real-time market updates, we ensure that knowledge is readily accessible whenever you need it. If you're thinking about your personal circumstances, let's connect to explore how these insights can enrich your family, your business, or your life ambitions.

We're here to engage in straightforward discussions, ensuring you gain a clear understanding of your situation and the next steps to embark upon.

Our goal is to keep you informed.

In the News

'Times are tough right now': Waterloo region residents hunting bargains as cost of living rises

Spotlight: Building out a good financial plan

Set your sights on retirement with a solid fiscal......

Read more

Spotlight: Lowered RRIF rate good news for seniors

Government approves 25% drop in minimum withdrawal......

Read more

Spotlight: Why you should get your financial affairs in order during the COVID-19 crisis

Update your will and power of attorney now to avoid estate problems......

Read more

Spotlight: 4 important points investors should know about market volatility right now

Staying the course in uncertain......

Read more

Guelph businessman steps up to help frontline workers

Read the full story and comment on GuelphToday....

Read more

In the News

'Times are tough right now': Waterloo region residents hunting bargains as cost of living rises