519-389-9601

519-389-9622 (Fax)

290 N Rankin St.

Southampton, ON

N0H 2L0

Congratulations on your upcoming wedding!


As life is surely going to take a new and different path for you now, ensuring that your financial future is well protected may be a top priority for you. Owning a home, having children, blending families together, planning for the days when

you don’t have to go to work are some of the reasons to see a financial advisor.


Our office is solely dedicated to ensuring that our clients are meeting their goals.


Many clients would describe our services as financial counselling; we don’t want your financial future to be a

stressful part of your relationship.


We are located in Saugeen Shores and have clients across Grey and Bruce counties – please get in touch with us so we can help secure your financial future.


                                               


                                   Plan Today…Secure Tomorrow