Who is your typical client?

You are! To us, there really is no typical client. Our clients include hard working individuals whether they be white or blue collared, young families, business owners, and retirees. We have extensive experience dealing with small and medium-sized businesses helping them set up or improve their retirement, employee benefits and insurance plans.

Each individual or group has a unique vision of where they are going, and the desire to have their finances working to get them there. We develop relationships based on trust and mutual respect. Through this strong working relationship we create the direction for each client to achieve their goals

Insurance products (including segregated funds) are offered through multiple insurance carriers.

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