Financial Advisors

I've known Adam for over 20 years so I can confidently say that he is kind, thoughtful and full of integrity. Over the last few years my husband and I have worked with him as a financial adviser. It's always interesting when you take a personal relationship to the professional realm but we've never once questioned the decision. Adam is a complete professional and we trust his recommendations for our family. He's responsive and willing to help us walk through even small decisions, but we never feel pressured to go with the solutions he proposes for us. I recently was affirmed in our choice to work with Adam because he encouraged us to make a financial decision that we knew would not bring him an immediate pay-off. Thank you Adam!

I trust Allison with my investments. She has provided me with excellent advice and wonderful service. I strongly recommend her!

Excellent rates and fully guaranteed by CDIC. They offer GIC, Tax free savings etc. They represent many banks across Canada.

Friendly staff. Not very accommodating hours, but this is a small town location.

Fantastic staff

Thanks for the excellent webinar!