Since 2008, I have been helping families in the Waterloo Community better understand their financial goals and develop strategies to achieve them. Our ideal client experience begins with discussing what's most important to you, and then using our 5-Step Process to tailor a strategy specifically around your individual needs.

Our branch team excels at serving clients who are looking to create strategies around building retirement wealth and creating meaningful retirement income. Our efforts also focus on effective tax planning strategies by working in coordination with your CPA or tax preparer as well as being mindful of your estate and legacy considerations.

We want to help you financially fuel your purpose, passions and community contributions by building a lasting financial partnership throughout your lifetime.