It's your money... and your peace of mind. We understand that.


You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that.

We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial road map, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

Retirement

latest news

Mon, 11/08/2021 - 05:00
According to the Financial Consumer Agency of Canada1, good health is determined by mental, physical, and financial wellness. In other words: mind, body, and money. Physical and mental health makes sense, but what is financial wellness? Financial wellness doesn’t necessarily mean you have millions... Read more
Mon, 11/08/2021 - 04:30
Whether you're expecting a child, planning to have one soon or have just become a new parent, you're about to embark on one of the most rewarding journeys that life has to offer. It's also one of the most expensive: an average of $12,500 per year until age 18.1. That's $225,000 per child, and it... Read more
Mon, 11/08/2021 - 04:00
Registered Retirement Income Funds (RRIFs) are one method of drawing an income from Registered Retirement Savings Plans (RRSPs) in retirement. There are a few things to consider to get the best value from your retirement savings with RRIFs. For many Canadians, RRSP savings will be the major source... Read more

Happy Clients

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  • Bill Thompson has helped my family and I achieve a new level of financial peace of mind. I have received excellent advice on a wide variety of complex financial situation. Won't hesitate to recommend Bill and his team.

    Plant Manager, Oshawa, Ontario

  • This company is the best financial services company that I have ever worked with. I recommend them often to my family and friends.

    Dentist, Toronto, Ontario

  • Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim minim veniam, quis nostrud exercitation nisi.

    VP Marketing & Sales
    ABC Real Estate