There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko. Every time we open...
Meet Our Team
Hundreds of local residents have come to rely on the knowledge, caring, and expertise of our team.
With a strong mix of experience and youth, and as one of Cornwall’s only independent planning firms, we are well positioned to help clients make sound financial decisions.
Left to Right: Donna Villeneuve, Timothy Ming, Andrew Ming, Heather Hum, Jennifer McCleary, Andrew Cattanach and Maxwell Ming
Tim brings a broad range of skills and business acumen to assist his clients with their retirement, estate and financial planning needs.
Donna’s CFP designation has provided her with the knowledge and experience to help clients reach their financial goals.
Max is a Certified Financial Planner who guides clients through their retirement, estate, and financial planning needs.
Andrew is a Certified Financial Planner who guides clients through their retirement, estate, and financial planning needs.
Andrew joined our team in 2023 as an investment advisor and he currently holds his Investment Funds license, along with Property & Casualty Insurance.
Heather is our administrative support and responsible for developing proactive relationships with our clients and marketing implementation.
Jennifer covers our reception desk and is responsible for responding to client inquiries and transaction processing.