As a ‘Specialist’ in the area of Retirement Planning, we understand that proper Planning is the key to achieving and maintaining Financial Success.
We utilize a proven, comprehensive process that is called the ‘Personal Wealth Management Strategy’ to guide clients to achieve their Goals and Objectives. This customized ‘Financial Blueprint’ is created for each unique Valued Relationship that clearly identifies their objectives, strategies to be implemented and anticipated results. This creates a ‘Framework for Effective Decision Making’ that will allow clients to have a ‘Peace of Mind’ in managing the various financial stages and obstacles that life presents
2017 Federal Budgets
The Liberal government's second budget on March 22, 2017 provided little for investors to get excited over. However, there were a few items that could affect your personal finances.Click here to read more
Retirement 20/20: Who will you be in retirement?
The Liberal government's second budget on March 22, 2017 provided little for investors to get excited over. However, there were a few items that could affect your personal finances.Read More
After the death of my husband, Peter went above and beyond to give me the peace of mind knowing my future would be financially secure. His expertise, advice and understanding of my needs has been invaluable. I trust Peter to take care of my future as he would his own family.- Marylou D
We are so grateful to have met Peter and be under his financial guidance for the past 13 years. He is constantly reviewing the financial markets and trends and money managers of our holdings and that makes us confidant that we are constantly moving forward with our financial goals- Angela D