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Stay informed and on top of your finances with valuable insights, financial news and helpful tips that will bring a fresh inspiration towards growing your wealth.

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Life Insurance to Protect Your Mortgage

As Financial Planners in Cornwall, one area we can add a great deal of value for clients is managing risk, especially as it relates to Life Insurance and estate planning.  With Life Insurance, people generally focus on two primary attributes – the premium and the...

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It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

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Recent Posts

US Election and The Stock Market

As our neighbours to the south go to the polls early November, we thought that it would be timely to look at the impact that US Elections have had on your investments and financial markets as a...

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Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James