ja_mageia

 

mkwhitelogo

  • Narrow screen resolution
  • Wide screen resolution
  • Decrease font size
  • Default font size
  • Increase font size
Company Profile Print E-mail

"Dedicated to a practice that places the client first in every regard"

Our company is committed to providing high quality services and ensuring that our clients' needs are being met.

Our client service agreement outlines the level of service we will provide and what is expected for you, the client.

Listening first, we make sure that we have all the information necessary to make recommendations in the best interest of the client.

We have the resources and tools to provide accurate assessments.  Working together we will guide you as you make the important financial decisions.

We keep in touch with our clients throughout the year.  You will receive a monthly newsletter, monthly and/or quarterly investment reports and annual planning updates.

Our Service Commitment..

  • Objectivity
  • Integrity
  • No Product Bias
  • Confidentiality
  • Professionalism
 

Tools & Calculators

RRSP Calculator
wealth1



RESP Calculator saveinvest



RRSP Illustrator saveinvest



RRSP Loan Planner busown



Advantage of
Early Investing insurance




Registered vs.
Non-Registered Investing saveinvest




Investment &
Regular Deposit saveinvest





Mutual funds offered through Hub Capital Inc.

DISCLAIMER