Our firm may be based out of the city, but don’t let the suits fool you. Our family roots are from the country and we spent years living and working in rural southwestern Ontario. We understand that our rural clients have specific needs.
Given our family histories and our own experience growing up and working in agriculture, we have a unique understanding of the challenges our rural clients face.
Our first step is to come to visit you onsite. We’d love a tour of your business and to sit at your kitchen table for a coffee to discuss your financial well-being.
Clients often call us for advice and money management after they’ve made the largest transaction of their lives – sold their farm, sold another business or retired with a significant pension. We’re the call you make after you've made the decision to make the transition. Then our role is to protect that money and put it to work for you so that you can have a steady income to enjoy retirement.
