About Us

We believe that everyone deserves to be heard and understood. You know how you want your future to look. Our job is to get you there – to build and inspire.

Our clients come to us with a range of needs. Our job is to understand each individual and draw on our wealth of experience to create their solutions. It is what drives us and our clients appreciate it.

We draw on a lifetime of experience and a full range of investment and insurance products. The decision is up to you, the challenge is up to us.

 

 

Our Beliefs

Thoughtful Advice makes for a better personal experience.  You will have solutions tailored just for you.

Adhering to a well-defined Process adds value to the portfolio.  This will help you to achieve your goals.

Genuine Commitment is essential and is the foundation of each client relationship.  You will know what to expect.

 

 

Our Standard of Care

As Investment Advisors, we are legally and morally bound by a code of ethics requiring the highest obligation of care, good faith and trust to always act in our clients' best interest. We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice. We believe it is a strength not being tied to a bank. Our relationship with Manulife is very different.

Our commitment is solely to our clients. We are dedicated to serving their needs in a, comprehensive and personalized manner.

*For more information on Manulife Financial review the current financial strength fact sheet.