ABOUT US

We help families who need to protect, provide, plan and invest for their future by educating, planning, investing and monitoring their unique situation.

I am very happy with the way that my account is being handled.

I really appreciate the expertise that Linda and Dan bring to looking after my money.

My thanks also to Lynette for all her help and assistance.

You make a wonderful team and I am so pleased to be your client.

Sincerely

Desré K.

Contact Us

2075 Kennedy Rd, Scarborough,
ON M1T 3V3, Canada

Toll Free:

1-800-322-4030

416-412-8018

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