Check out our new website!

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In keeping with our goal to provide great client services, we’re pleased to announce the launch of our new website:

Please take a moment and explore our site for valuable and helpful information such as:

- an overview of our products and services;

- our investment philosophy and business process;

- financial calculators;

- personal finance tools; and

- interesting articles and videos that offer financial insights for life events and stages.


Our website is updated every month with feature articles and periodic  blogs on current topics such as initiatives in the recent federal budget. So be sure to visit often and check out what’s new here:


Please feel free to share this with your family, friends and colleagues.


As always, if you have any questions related to your personal financial goals please don’t hesitate to call us. We’re here to help you customize a plan to reach those goals.

Josee and Deb