Advice to fit your needs!
We will review your overall financial situation with you and work together to create and manage a realistic plan that suits your needs.
Life & Illness
We will provide you with an analysis and summary of new and existing insurance plans, including life, disability, illness & long term care to discover ways to lower your costs and improve your coverage.
We will educate you on all options while working together to design an appropriate investment portfolio for your RRSPs, RESPs, TFSAs & Open Investment Accounts.
Individual approach to every client!
"We have thoroughly enjoyed working with Kevin in creating a plan that is right for us. As young professionals with minimal understanding of the world of finance, we trust Kevin's guidance and appreciate his patience. We look forward to creating a successful future with his help and advice."
Kelly & Dave from Ottawa