Exciting news from our office!

With the arrival of 2022 we are happy to announce some exciting changes for our office.

First of all, we are very pleased to welcome Michelle Black, Marketing Assistant, to our growing team.

Michelle comes to us with a wealth of relationship management experience that has been garnered over a number of years in the financial services and legal industries.  She has a passion for helping individuals and families achieve their long term financial goals.

Michelle has a B.A. (Hons) from Queen’s University, a Master of Business Administration from the University of Toronto’s Rotman School of Management and has successfully completed the Canadian Securities Course. 

The addition of a new team member has necessitated the move the move to larger premises to accommodate our team.

We were fortunate to find sufficient office space in the same building and are now settling in nicely to Suite 203.  When it is safe and you are comfortable in doing so, we welcome the opportunity to have you come in for a visit.

As always we are here to help you achieve your investment and retirement planning goals.

Stephen