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.

Blue Mountain Hotel Ontario Canada

Experience Today, Save for Tomorrow Contest

Meet with an advisor for financial planning or investment advice before March 31 and be entered to WIN a 2-night stay in Blue Mountain!

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!

Braeden Nicholson

Braeden Nicholson Sarnia-Lambton Region

Cheryl Hurst

Cheryl Hurst - PFP Sarnia-Lambton Region

Delia Terpstra

Delia Terpstra - CFP Strathroy, Parkhill, Ailsa Craig

Erika Kongus

Erika Kongus Sarnia-Lambton Region

Jennifer McQueen

Jennifer McQueen - CFP, RRC Mount Brydges

Jennifer Sullivan

Jennifer Sullivan Parkhill, Ailsa Craig

Marc Pranger

Marc Pranger - RIS, QAFP™ Chatham

Shawn Gethke

Shawn Gethke Goderich

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Invested in you.