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:
We provide financial advice and service based on the client-best interest standard.
We commit to be qualified and capable to provide the advice we do.
We are prudent.
We respect our clients, our co-workers, and our own reputation.
We are committed to adding value for our clients.