OUR MISSION
  • Be the team that business owners and professionals go to for better financial clarity & security
  • To be ethical and transparent in all aspects of our business
  • For clients to think of us as an extension of their family

     

Duncan Brownlee, CIM

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613-549-6555 | LinkedIn
1-800-267-0918

Curtis McCormick

Investment Advisor

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613-549-6555
1-800-267-0918

Karalie Schwark

Associate

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613-549-6555
1-800-267-0918