If you’re here, it’s likely because retirement is on the horizon, or it is something that you’re beginning to take very seriously. Have a look around. You will find it is a great resource towards reviewing who we work best with, learning our process, meeting our team, and much more. We know that choosing the right financial planner is essential. It’s our hope that learning our process will help ease that decision.
Being a part of the fabric of Thunder Bay and Northwestern Ontario has made us big believers in the power of close relationships; that our success is directly tied to the success of our clients, of our friends, of our neighbours.
This website is an introductory step in that joint pathway to success.
When the time comes, will you be ready? The transition to retirement can be a real challenge for many of us. In fact, a 2019