Whitby east to Belleville · Northumberland · the Kawarthas

Where we work

Our office is at 179 King Street East in Oshawa, and our core service area runs from Whitby all the way east to Belleville — plus Prince Edward County, the Kawarthas, Minden and Haliburton. We meet in person across that footprint and by video anywhere in Ontario.

Call 905-243-6328

Durham Region

Our home base. Office at 179 King Street East in Oshawa, in person or by video.

Financial Advisor in Oshawa Financial Advisor in Whitby Financial Advisor in Brooklin Financial Advisor in Ajax Financial Advisor in Pickering Financial Advisor in Courtice Financial Advisor in Bowmanville Financial Advisor in Newcastle Financial Advisor in Orono Financial Advisor in Clarington Financial Advisor in Port Perry & Scugog Financial Advisor in Uxbridge Financial Advisor in Durham Region (overview)

Northumberland County

Along the lake and up into Trent Hills — farm succession, retirement income and estates.

Financial Advisor in Port Hope Financial Advisor in Cobourg Financial Advisor in Grafton Financial Advisor in Colborne & Cramahe Financial Advisor in Brighton Financial Advisor in Campbellford Financial Advisor in Warkworth Financial Advisor in Northumberland County (overview)

Quinte & Prince Edward County

Military pensions, Bay of Quinte retirees and county business owners.

Financial Advisor in Trenton & Quinte West Financial Advisor in Belleville Financial Advisor in Prince Edward County

Kawarthas, Haliburton & the north

Cottage succession, seasonal businesses and retirement without an employer pension.

Financial Advisor in Peterborough Financial Advisor in Millbrook & Cavan Monaghan Financial Advisor in Lindsay Financial Advisor in Bobcaygeon Financial Advisor in Fenelon Falls Financial Advisor in Minden Financial Advisor in Haliburton Financial Advisor in Bancroft & North Hastings

Not on the list? We work with clients across Ontario and in New Brunswick — get in touch and we will tell you honestly whether we are the right fit.