Our independence is our passion. We operate without any direct financial ties. We can help you design the best investment portfolio, whether it is a registered asset or not. Our team also has insurance protection. Planning is our focus. The comprehensive Worry-Free RetirementTM program consists of six steps that ensure our clients are able to plan for their retirement, business succession, income, and tax planning. It also includes the creation of the best investment portfolio. Our team is one. Our clients, unlike many competitors, are not just one person's customers. Our clients are able to benefit from 7 highly experienced financial advisors who hold the Certified Financial Planning designation. Most of them have at least 20 years of experience in the financial service industry. Our teaching method is used. Our ability to take complex problems and make them easier for our clients is what we are known for. Our decades of expertise and years of success are deeply rooted in the trust we have with our clients. Our motto is "Simplify and protect". We set our goals to "Simplify and Protect" every time we get out the door. This is achieved by being focused on the planning and simplifying of complex issues. We also identify and solve problems.