Money management and financial planning

If you’re looking for money management and financial planning counsel, we could show you the vast list of companies and products we deal with. Or we could talk to you about your objectives and your thoughts on investing, and recommend a straightforward approach which satisfies both.

For 36 years, we’ve been helping folks in Meaford, Thornbury, Owen Sound, Collingwood and beyond to set aside savings and accumulate wealth. We try to look at investments the way you look at investments – putting ourselves in your shoes while bringing our knowledge and experience with investment products to the table.

If you’d like to learn more about how we can help you with money management and financial planning, please get in touch.

With friendly service at our offices in Meaford and Thornbury, we’re close by for folks looking for financial planning and money management counsel in Meaford, Thornbury, Collingwood, Wasaga Beach, Owen Sound and Markdale and we’re happy to visit you at your home or office.