Monday - Friday:  8:30 AM to 5:00 PM


While you are in the office, you are required to wear a mask over your mouth and nose at all times, use the hand sanitizer provided and follow the physical distancing rules.  We will also be following health and safety protocols per the CDC guidelines.

Do you know about our Client Portal?

It is a convenient online tool where you can do things like check your portfolio balance, upload and e-sign documents, and change personal information such as your postal and e-mail addresses.

Call us for instructions on how to register for portal access.

Need Assistance?

Call 519-396-PLAN (7526) or e-mail

Last updated 9:45 AM on October 14th, 2021

With our dedicated team actively managing your money, YOU CAN FEEL THIS FREE.

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