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.
If you are, a natural saver and you are serious about your investments, then call us today for a FREE no obligation consultation. Our approach and business model differs from everyone else! We will review your portfolio and see how we can help! We have been working with clients for almost 20 years in attaining their financial freedom. We offer truly INDEPENDANT financial solutions. We have experience in Wealth management, Estate plans and Income planning.