Our Clients

"My wife and I have been doing business with Stephen since 1999 . He takes the time to determine the goals of his clients and is very patient with those who lack knowledge of investing. We have been extremely pleased with his advice and guidance, and will continue to use his services in the future."

- R.C. & L.C., Ottawa, ON

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What do you have planned?

We design customized financial solutions with a clear understanding of each client's needs and goals.

Circumstances and responsibilities change over time, and financial planning should too. We help our clients make adjustments for career and lifestyle changes, retirement, the birth of children and grandchildren, and other major life events.

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For your life

From investments and life Insurance, to long term care and estate planning, we provide advice for all stages of life.

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For your business

We specialize in employee benefit plans/group benefits, group pension & RRSP plans, as well as key-person, critical illness and life insurance for business.

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