Brian Stephen, CFP®

Investment Advisor

519-756-1908 | Email me | Visit Website

James Brown

Investment Advisor

519-756-2145 | Email me | Visit Website

Karen Robb Wealth Management Group 

519-756-3203 | Visit Website

LaPointe Advisory Group 

519-756-2191 | Visit Website

Michael Flus

Vice-President, Branch Manager & Investment Advisor

519-756-2092 | Email me | Visit Website

Mike McGregor, CIM

Investment Advisor

519-756-1924 | Email me | Visit Website

Nick Rizzo Wealth Management Team 

519-756-4919 | Email me | Visit Website

Shawn Eliovitz, PFP

Investment Advisor & Financial Planner

519-756-2043 | Email me | Visit Website

The Rudnick Wealth Management Group 

519-756-3501 | Email me | Visit Website

Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.