fraud prevention

According to the Canadian Anti-Fraud Centre¹, in 2023 there were over 62,000 reported...

Victor’s nightmare began with a phone call from someone claiming to be...

Most people mistakenly believe that they will never fall victim to financial or identity theft. The sad...

Isabel was paying for a store purchase with her debit card. She noticed the clerk was doing something with...

On June 29, 2009, Bernard Lawrence 'Bernie' Madoff was sentenced to 150 years in prison for perpetrating...

A WORD FROM OUR CLIENTS

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