We Help Business Owners Retire With Confidence

We're Financial Planners guiding business owners towards financial success.

Our team of 6 specializes in growing and preserving the wealth of Niagara and Hamilton region business owners and incorporated professionals

What We Do

All Services

Insurance Planning

Our most valuable commodity, both for ourselves and our families, is our ability to generate an income. Our insurance philosophy is that all families should have some. The protection from financial loss that insurance provides transitions...


Investment Management

Our investment philosophy is that managing market risk is the most important thing we do for our clients when we invest their capital. We are long term investors and are interested in helping our clients build and preserve....


Group Benefits Plan

Providing an attractive employee benefit plan is key to hiring and keeping quality people. Whether your company has only a few staff members or you are a large complex organization, providing health benefits can be a...



Who We Are

We are a financial planning and group benefits team that provides independent advice.


Years of combined experience


Business owners and professionals

Let’s Work Together

Click the button to find out what you can expect from working with our team.