We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us through Financial Horizons, we can help you achieve your financial freedom.
Our process
Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy.
By focusing on your personal goals and financial objectives, our process enables us to customize a financial plan that's tailored to your unique needs.
- Introduction
- Understand Situation
- Analyze Situation
- Recommend Solutions
- Implement Plan
- Regular Review
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Meet our team
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us, we can help you make sense of your options.
Take action
Are you ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.
Office: | 613-748-3455 ext. 4470 |
Fax: | 613-748-8220 |
Book an appointment with us today if you'd like to meet and discuss your financial needs.
Let us help you protect your business - Opens in a new window and those who help to make your business a success.
Whether you plan to help fund your child's education or retire comfortably, we help guide our clients to define and achieve their personal financial goals and dreams.