01. About Us

Our team is dedicated to helping you reach your financial goals and bring clarity to what may seem like a complex process.

02. Our Philosophy

By connecting with our clients at an emotional level, we can add value to their lives, not just their finances.

03. In the Community

We believe in participating and enriching the communities in which we live. By supporting and collaborating in a variety of charitable, environment and social initiatives we’re committed to delivering on the promises we make.

Our Services

 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...

Specializing in providing disability and critical illness insurance solutions to clients for almost 20 years, Mara is...