We would like to welcome you to our Welland Office at 449 Thorold Road, which was founded in 2008. We have been servicing the Welland area since 1998 through our previous location at Niagara Street.

A Human Based Business based on The 4 Way Test. We never forget that our clients are real people and together we arrive at very personal solutions and goals.

Our value proposition is based on a foundation of professional comprehensive service, objectivity, communication and strength through teamwork and corporate support.

Thank you for your interest. Our team looks forward to assisting with all of your financial needs.

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Our Philosophy

A thorough understanding of the facts is critical to reaching one's goals.

Addressing and controlling financial risk and lifestyle needs is more important than trying to time market and lifestyle events.

It is far harder to be unique than to follow the crowd, and doing what is right is not always following the crowd.

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Our Commitment

We run our business based on 3 core elements:

We choose the word Human because we never forget that our clients are real people and together we arrive at very personal solutions and goals.

We are committed to practices which hold us accountable. They drive us to be better connected and current with client's needs and changing circumstances. This ensures we grow with our clients as circumstances change.

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