Client Login

Get us
Working For You.

Contact Us

We’d be happy to hear from you. If you have a question, want to learn more about our services, or are considering a conversation, feel free to reach out by phone, email, or the form below.

Cornwall Office

Book a Call

113 Second Street East
Cornwall, Ontario
K6H lY5

(613) 932-7526
[email protected]

Kingston Office

Book a Call

623 Fortune Crescent, Suite 100
Kingston, Ontario
K7P 0L5

(613) 766-0916
[email protected]

Send Us a Message

Please use the form below if you’d like us to follow up with you directly.

Office Hours

Mon–Thu: 9:00am to 4:30pm
Fri:  9:00am to 1:00pm
(with the exception of June, July & August – By Appointment)

Let’s Talk

If our approach feels like a fit, we’d welcome the opportunity to connect.

Book a Conversation

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.

Remember, successful people ACT towards the future they want!

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

Contact us to

Start
today

Together, we’ll put the right plan in place and get the process started to helping you reach your goals.

Book a 15 Minute Discovery Call

Privacy Policy »