Our knowledgeable advisors are focused on meeting the individual needs of our clients to provide them financial security and a comfortable retirement.
As independent advisors, not beholden to any one companyís products, we employ strategies that are current with market trends, and that lessen cost as well as volatility, while maintaining the potential for growth. We often work with outside, duly qualified portfolio managers who review and advise on our customized mandates: we, like you, value professional advice and oversight.
It is our vision to work hand-in-hand with our clients to develop personal relationships and focus on whatís important to them in achieving their financial goals. This deeper understanding of the person and their priorities is what makes our job meaningful on a daily basis. We treat your money like itís our own.
28 St. Andrew Street
Brockville, Ontario K6V 4X4
Tom Shillington, CLU, CHS
Toll Free: 1-888-679-1112
Yrs In Bus: 2006