Meet the Team

We are passionate about empowering others to set and achieve lofty goals. Everything we do is about you and for you. We believe you can achieve more than you thought possible with the guidance of an experienced Advisory team that collaborates with an extensive team of specialists, all working together on your behalf. We see first hand how expert advice and accountability lead to impressive results. We operate with a focus on integrity, reliability, competency and consistency as we deliver a high level of service to secure your financial future and help you live your best life.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.