Our financial centre
Independent and Diverse Team
For over 35 years, we have been working in Southwestern Ontario, covering the Golden Horseshoe and surrounding communities. From the Hamilton-Niagara region expanding out to Waterloo-Wellington, Grey Bruce and Huron Counties, we work towards a common goal…
Helping Our Clients Find Financial Peace of Mind
Our representatives provide personal one-on-one service in designing a client’s lifelong financial security plans. We pride ourselves in knowing that our clients value our expertise and our commitment to their financial well-being.
Our representatives are as diverse as our clients… Our multicultural and multilingual advisors are licensed to help you purchase the right product that works for you.
Let us introduce you to your new financial services advisor so you can get on the road to financial stability and security. Contact us today.
Equipped with vast product knowledge and excellent customer service skills, over 40 financial services professionals are ready to serve at our centres.
We take pride in our accomplishments and in our commitment in proving professional life and health insurance, investment and financial planning services to individuals, families and small businesses. We offer a broad portfolio of different products from many investment and insurance companies, and have at our disposal the resources and support of Desjardins Group - the largest financial co-operative in Canada.
We are actively involved with many reputable charity organizations, like the Heart & Stroke Foundation, local food banks, Waterloo Region Chinese Community Association, and Catholic Children’s Aid Society for Hamilton Wentworth, to name a few… We also often set up information booths at various community events.