At this time of year, we are particularly grateful for our valued relationships. I am writing to thank you for the trust and confidence you have placed with us.

As a sincere gesture, our Team has once again donated to the United Way of Halton and Hamilton. The money donated will be delivered to local charities and people in our community who are most at need.

As a team, we are involved throughout the year raising funds for wonderful events like bowling to “Strike Out Childhood Cancer” for the Hamilton Health Sciences Center.  At this event, we raised over $5,000 for research of childhood cancers.  There are many other events and charities that we are proud to help support and sponsor that are important to you.

Client education and financial literacy is a priority to us.  I would like to highlight the success of our Financial Literacy seminars that all ages enjoyed.  Look for more of this in 2020. 

On behalf of the Team, I would like to wish you and your family health and happiness for 2020.