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“If you work just for money, you’ll NEVER make it, but if you love what you’re doing and you always put the customer first, success will be yours.” 
Ray Kroc; founder of McDonalds

Trust is the foundation of all relationships.  For over 17 years Brett has taken great pride in the trusting relationships he has built with his clients.  Financial planning is more than just numbers and products.  It takes independence, knowledge, clarity, compassion and accessibility to become someone’s trusted advisor – a goal we strive to achieve every day.

Being independent, with no proprietary products or sales quotas to meet, allows Brett to do what is right for you.  Whether you are interested in a comprehensive financial plan or more specific wealth creation advice, Brett will provide you with experienced, knowledgeable and professional service in a friendly atmosphere.

The financial world is a cloudy one and Brett can bring clarity to your unique situation.  Brett can help clarify all the ins and outs of RRSP’s, TFSA’s, RESP’s, GIC’s, Life, Critical Illness , and Disability insurance. 

We invite you to take a few moments to read more about us and what we LOVE to do!  Please feel free to contact us for more information or to schedule a personal appointment.

PLANNING TOOLS

Fail to Plan, Plan to Fail!  Click here to access some great calculators, spreadsheets & planning tools!

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