We deal with clients who today are taking a proactive stance in planning for their future, searching for new and innovative ways to pass their businesses and investment portfolios on to the next generation.

Independant financial planners, investment advisors and insurance brokers, serving Waterloo and Southern Ontario.

Meritas is Canada's newest socially responsible mutual fund company, a joint venture of the Mennonite Savings and Credit Union (Ontario) Limited, the Mennonite Foundation of Canada and Mennonite Mutual Aid

Using a six-step integrated planning process, I help individuals and business owners build a comprehensive financial security plan that enables them to create and protect their wealth over their lifetime.