estate planning

Your death will create problems. There will be three types - emotional,...

There are many Baby Boomers who are anticipating hitting the jackpot via inheritances in the coming years...

Estate planning is a complex topic, and there are many...

Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible...

Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it all to...

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Steve's a miracle worker if he can get someone like me to begin to understand financial matters better.

Mrs. S
Chatham, Ontario
I have experienced an increased level of confidence since coming to Steve - I know he has the skill and desire to treat my portfolio with the same interest he would bring to his own.

Mrs. S
London, Ontario
Steve has been invaluable in my financial planning. He is extremely knowledgeable, reliable and very personable.

Mrs. G
London, Ontario
Steve has the heart of a teacher and has always been understanding and extremely patient. I would highly recommend him to anyone looking for a trusted advisor.

Mr & Mrs S.
Guelph, Ontario
You take the time and explain things in a simple, yet effective way that I understand. I appreciate your thoroughness and your caring attitude.

Mr. R
London, Ontario