financial planning

Tips for Dealing with Higher Inflation

Inflation is a reality of modern life, and in recent years, it has become...

A Short Conversation About Banks

The recent tremors in the US banking system (collapse of Silicon Valley...

Budgeting Your Way to Financial Independence

Financial independence is an important goal that many Canadians aspire to...

Get Smart Savings Tips

Balance in life is essential for well-being. Since finances are a number...

Financial Self-Care

Self-care is a popular buzzword, and it's an important one. It refers to...

Post-Holiday Debt? You're Not Alone

"This is the last time I'm starting a new year saddled with credit card...

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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