You can book an appointment online through our website, by phone, or via email.

I can do all registered and non-registered account investments. This would include RRSPs, FHSA's, TFSA's, non-registered investment accounts, as well as everyday deposit accounts.

Yes, we assist clients with mortgage renewals and refinancing to ensure they get the best possible terms and rates.

To apply for a mortgage, you will need to provide proof of income, employment verification, credit history, identification, and details of your assets and liabilities.

We offer term life insurance, whole life insurance, and universal life insurance policies to meet various needs and financial goals. We also offer living benefits such as disability, critical illness and creditor insurance.

We assess each client's financial goals, risk tolerance, and investment horizon to create a personalized investment strategy that aligns with their objectives.