As Financial Advisors, we offer Integrated Wealth Management solutions that focus on optimizing and protecting your assets. Our centrally located office in boutique Belmont Village, Kitchener, has served the greater community of Waterloo Region since 1982. In the past 35 years, we have built a loyal and diverse client base, with a large number of multigenerational accounts. We truly take an interest in our clients lives and well-being, and enjoy seeing them flourish.
Your money is the culmination of your hard work, and discipline. Financial security equals freedom, yet growing, preserving and distributing your finances can pose significant challenges.
By understanding your unique needs, concerns, challenges, priorities, goals and aspirations – we can provide you with a simple, cohesive and integrated approach to managing your investments and risk management solutions.
We understand that each personal and business situation is unique. We conduct a thorough analysis of your current financial situation and then draw on the expertise of the wealth planning group at our fingertips, to provide strategic solutions to maximize your return.
We can help you gain peace of mind; whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones – we will work with you every step of the way, and can help to reduce the stress associated with major changes in your life.
We invite you to experience the simplicity of our coordinated team approach to an integrated wealth plan.
For more information on our services or to book an appointment, please call 519-744-3020 or toll free 1-800-361-6631 or email firstname.lastname@example.org