Bringing over 60 years of combined experience, our team provides the sound, reliable financial advice necessary to help you achieve financial independence and peace of mind.

Port Dalhousie Financial

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

But it all starts by defining your dreams. And once we’ve determined what financial independence means to you, we can begin putting our services to work and ensure you realize everything you hoped to in life!