Our Clients

"Stephen has been managing my portfolio for the last 5 years and his professionalism, passion and attention to my needs has allowed me to have full confidence in his abilities to help me manage my financial future."

- J.L., 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 adjust 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, key-person, critical illness and life insurance for businesses.

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