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

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.

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