Jeff Hoskins, BSBA, FMA, FCSI™, CRPC branch manager, financial advisor
We strive to build long-term client relationships by focusing on the highest level of integrity, performance and quality service. Our clients value the confidence, personal attention and customized investment services that our team of professionals provides.
What Makes us Different
- We work collaboratively with your accountant and/or tax professional to ensure our clients have the best financial outcome.
- We are a comprehensive integrated wealth management team serving Windsor/Essex-Leamington and Chatham-Kent County.
- Our team of professionals has the expertise and experience to help our clients.
- We ask our clients how we are doing and how we can improve on delivering value to them
- Licensed for cross-border planning (401k and IRAs)
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.