Providing comprehensive financial advice
to Post/Pre-retirees and the Self-employed for over 20 years.
From our Clients
Mrs. F. Burtt (Burlington)
Roger really makes things easy to understand. He is very friendly and up to this point I have always dealt with the banks so finding someone
to handle my finances who I could trust was extremely important to me. He keeps me well informed, in fact I bet you I talk to Roger more than I talk to my kids!
Mr. & Mrs. G. Harrison (Hamilton)
We had investments and savings spread all over. Roger came in and put the pieces together and now we have a very solid plan. We implemented a strategy that will save our estate thousands in taxes!
Mrs. B. Taylor (Stoney Creek)
At a time I was scared to death of the transition I was about to go through, Roger took the time to walk me through my options until I
really understood the decisions we were about to put in place. Needless to say I have felt extremely fortunate to have found an advisor
My heartfelt gratitude to you and your team for the par excellence service you provided to me.
May you continue to walk the path of selfless service to all.
Bal, (Milton, ON)