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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

How this financial planning platform’s investment in AI has led to rapid expansion

Conquest Planning has added modules for planning related to insurance and corporations, and is currently building out its trust and estates module....

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How insurers extended life insurance coverage to cancer survivors

Despite fears to the contrary, cancer survivors can qualify for a standard rating on life policies...

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Insurance options for Clients with diabetes

'Clients may also be eligible for DTC, RDSP and not know it'...

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Making every dollar count

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

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HOPE in the Streets 2022

Darren Devine of Devine & Associates Financial Services Inc. Shares why we're excited to be this years Entertainment Sponsor again!...

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Spotlight: You don't have to be rich to have a proper financial plan

A plan for your financial future doesn't have to be complex...

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Spotlight: 5 key products you need in your financial plan

Build your financial future on a strong foundation! Build your financial future on a strong......

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Spotlight: What do changes to small estate laws in Ontario mean?

Changes in small estate definition designed to speed up......

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Spotlight: Being the executor: 5 ways to prepare yourself for the role

Knowing your responsibilities and where to start are keys to not getting......

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Spotlight: Who's taking care of your retirement?

Pensions are becoming rarer and rarer. If you don’t have company retirement plan, who will step up for you?...

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In the News

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