With our head office situated in Barrie, Ontario, we are well positioned to service clients from all over Simcoe County including Collingwood, Orillia, Midland and of course Barrie. Our team of financial advisors, lawyers and tax planners help individuals, families and small business owners set long-term financial goals through managing risk as well as addressing solutions for investments, income protection, retirement and estate planning
Discovery Taking a snap shot of your overall financial picture. Review your current situation, and then we'll focus on your goals and what you'd like to see happen in each of the four cornerstones of Financial Security. Understanding what you want to have happen is the most important thing we'll do together. Helping clients crystallize and define their financial goals through an introductory meeting
Analysis We will then analyze that information to determine if there are any gaps between what you have in place today and what you want to happen in the future. Exploring what financial tools and plans will be most effective to help meet the client's goals.
Proposal The development of a customized plan that will put together some specific recommendations to help achieve their goals.
Implementation & Review Enrolling you in your personalized financial security plan. As your situation changes, we'll spend time together to help ensure that your financial security plan evolves with you goals.
Protecting Your Business Protecting your business â€“ Businesses buy insurance to protect themselves for a variety of important reasons. Some of these incl