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About Our Company

We are a growting mutual fund dealer based in Barrie, Ontario We provide services to clients across the province including, Barrie, the Golden Horseshoe, Haldimand-Norfolk, Niagara, Ottawa, and Timmins.      


We focus on a fee-based approach to index-based investing.   

Our five core values:  

  1. We provide financial advice and service based on the client-best interest standard.   

  2. We commit to be qualified and capable to provide the advice we do. 

  3. We are prudent. 

  4. We respect our clients, our co-workers, and our own reputation. 

  5. We are committed to adding value for our clients.  

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