Save for the moments that matter.

Work with an advisor to create a financial plan that will allow you to enjoy life today and save for your experiences tomorrow. Whether you are saving for your child's education, planning a vacation, buying a home, saving for a rainy day, planning for a financially-free retirement, or finally setting up that TFSA; we take the time to listen, create a unique plan customized to you, and help guide you through the steps to realize your goals, one by one.

Our experts want to help you put your goals into action.

Contact a Wealth Management Advisor

We have a talented team of experts ready to work with you- click, connect, and get to know the people who are Investing in You!

Cheryl Hurst

Cheryl Hurst - PFP Sarnia-Lambton Region

Erika Kongus

Erika Kongus Sarnia-Lambton Region

Marc Pranger

Marc Pranger - RIS, QAFP™ Strathroy

Shawn Gethke

Shawn Gethke Goderich

Tracy Drouillard

Tracy Drouillard Mount Brydges

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