Who We Are

Meet Our Team

What Clients Are Saying

Our clients work with us for different reasons. Some choose us for our planning expertise that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.

Here are a few examples of why clients trust us as their financial planning partner.

“I know I can always count on you to give me the information I need and explain things in a way I can understand. I am so glad we have you in our lives, especially as we’re getting older and things seem more confusing. I never hesitate to ask you questions, and you always make me feel my questions are valid. ”
— Linda
“As you know, mapping out one’s own directions and goals and then making them happen is what it’s all about. Planning and taking control of one’s life is empowering and fulfilling leading to a sense of purpose and life satisfaction.

So thank you for your insights and help this year with our financial planning and strategy. It’s allowing us to lead the life we want and dream of.”
— Robert & Heather
“Having this team of amazing people on my side has been life-saving for me. Their kindness, knowledge, patience and understanding have made me feel more like a friend than a client. I am forever grateful to Dwayne, Joe, Kirsten, Jolanda, Adam and Emilie for making the last few years more manageable and always having my best interests at heart. ”
— AnneMarie
“Joe is a remarkable person… He’s given [us] such peace of mind with all the paperwork and numbers; the due diligence to back it all up.”
— Marcia
“We appreciate your clarity, your sound advice and your positive energy. We feel confident in your expertise and that of your team.”
— Pat
“Adam is very precise in explaining our financial situation in a way that makes it very understandable. He is also kind, considerate, and caring. With him it’s more than just the numbers, it’s about us as people. We recommend him highly”
— Eric
“Dwayne has done a fantastic job in providing us with options and different alternatives to meet our goals. His team are experts and help our understanding. They make sure we have all the information we need.

He is personable, professional and offers end to end advice. We enjoy working with him and feel we are well on the path to our goals.”
— Jeff