It's your money... and your peace of mind. We understand that.


You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that.

We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial road map, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

Retirement

latest news

Mon, 09/13/2021 - 06:00
There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late August 2019 at the close of the Jackson Hole Economic Symposium. This is an annual and exclusive central banking conference to foster open discussion about important and current... Read more
Mon, 09/13/2021 - 05:30
Freelancer, self-employed, contractor, independent, temporary or gig worker and entrepreneur are all terms used to describe sole proprietors. While sole proprietorship isn’t new, it is most definitely on the rise. Sole proprietorship - popularly referred to as “gig work” or the “gig economy”- is... Read more
Mon, 09/13/2021 - 05:00
It seemed there was nothing her father couldn't do when Margaret was growing up. He was the most capable person she knew. Widowed by the time he was 55, he lived an independent and full life, never relying on Margaret for anything other than her company. Four years ago, however, Margaret began... Read more

Happy Clients

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  • Bill Thompson has helped my family and I achieve a new level of financial peace of mind. I have received excellent advice on a wide variety of complex financial situation. Won't hesitate to recommend Bill and his team.

    Plant Manager, Oshawa, Ontario

  • This company is the best financial services company that I have ever worked with. I recommend them often to my family and friends.

    Dentist, Toronto, Ontario

  • Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim minim veniam, quis nostrud exercitation nisi.

    VP Marketing & Sales
    ABC Real Estate