Serving Guelph and area since 1978. Our Mission is to enable business owners and private individuals to create and implement comprehensive, customized financial programs that fulfill their current and future needs. We offer dedicated service and ongoing reviews to ensure that our clients’ goals are realized. We offer our clients a no-cost, confidential consultation that establishes a personal investment profile, defines risk tolerance, and combined with technology, produces a personal investment module. Your long and short-term goals are identified during an interview and using our Financial Planning System, we arrive at a personalized financial plan complete with investment strategies, retirement income planning and estate planning. more... See more text