We are dedicated to fulfilling your investment and insurance* needs, with a program that is suitable for you and your family.
We believe in a holistic approach to wealth management.
No aspect of your financial health exists on its own; your total program is more than the sum of its parts. True financial independence is achieved only through the integration of all vehicles into a comprehensive program, hence, Integrated Wealth Management.
Seaforth: (519) 527-2222
Goderich: (519) 524-6030
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered.
Mutual funds provided through FundEX Investments Inc.
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