We help our clients plan for and react to all of the critical financial events in their life.

Our priority is to protect their wealth.

As financial success begins with understanding the core values and goals of our clients, each person requires individual solutions and well thought out strategies to build the kind of future they desire for themselves and for their families.

All of the members of our team are committed to serving our clients as unique partners. We believe integrity, honesty and open disclosure form the foundation of all relationships and we value our clients’ trust.

How can we help you?

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Matthew Bourgeault, PFP, CIM, FCSI

Investment Advisor

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Lorelei Ells-Perry, CIM

Associate Wealth Advisor

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GIC rates

The latest GIC rates from various financial institutions.

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