Our Team
Working For You.

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.

Timothy Ming

Certified Financial Planner

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Donna Villeneuve

Certified Financial Planner

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Maxwell Ming

Independent Investment Advisor

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Andrew Cattanach

Independent Investment Advisor

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Heather Hum

Administrative Assistant

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Wendy Poirier

Administrative Assistant

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Jennifer McCleary

Receptionist

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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.

Remember, successful people ACT towards the future they want!

Our Clients

Check Back Soon

See what our clients have been saying about us and how we've successfully helped them reach their goals.

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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.

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