What does your future look like?

Find Out

View more

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

ABOUT US
WHAT WE DO
INSIGHTS
CONTACT

Meet Our Team


Dwight Alguire, MBA, CFP®

Certified Financial Planner®

Bryan Perry

Administrative Assistant

SPOTTED IN THE NEWS

covid-19

27 March, 2020

UPDATED: Canada's Economic Response Plan

On March 25, the Government announced updates to Canada’s Economic Response Plan due to COVID-19.

Life

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. 

covid

19 March, 2020

COVID-19: Canada’s Economic Response Plan

The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis.

TFSA and RRSP

18 February, 2020

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs.

 

Market Monitor

Listen to insights from our market specialists  

 

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

Contact Us

Don’t leave without giving us your number!
Get In Touch