E-Newsletter

We work hard to keep all our clients informed about important financial topics. To this end, we publish a monthly e-Newsletter full of articles and links to help our clients make smart choices about money.

We hope you enjoy reading our e-Newsletter as much as we enjoy publishing it. If you find any articles or links in our e-newsletters that are especially helpful, please tell a friend about our services.

HOW WE HELP

Agriculture

Agricultural Intro – Who We Are? Serving the Niagara Peninsula and South Western…

Business

Business Intro – Who we are?

Individuals

As an independent broker, we are bound by the laws governing life…

LIFE STAGES

Starting Out

If you are just starting out, it’s easy to…

Young Family

You get home from work, your spouse is…

Established Family

You are more experienced now, your bank account is…

Retiree

During the last market downturn, retirees who…

Single

Running a single-person household has a unique set of..

About Us

We serve individuals, families and businesses in the Paris area. Our primary goal is to help each client meet their unique financial goals. We are never satisfied until you are.

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