We are dedicated to providing insurance, financial, retirement, and estate planning products and services to individuals and families who wish to achieve their life and financial goals. Simply put, we strive to be your trusted advisor. Our primary focus is to provide you with unbiased opinions that are designed to achieve long term results.
Rob and Scott do this with the highest levels of trust, integrity, and respect while always collaborating using a team approach. Both are members of Advocis - the Financial Advisors Association of Canada. Rob is a member of the Financial Planning Standards Council and the Institute for Advanced Financial Education.
We are dedicated to supporting, educating, and providing financial direction to you and your family.