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Specializing in the unique financial needs

of individuals, families and business owners

See how we can help you

Rated "The Best Financial Services in Thunder Bay" by

We take great pride in helping our clients clarify what is important to them and work as a team to ensure they achieve their goals.

Click on this short video to see how Ray and Jennifer can help you with your financial needs.


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A retirement income analysis is the easiest way for you to know with confidence, if your retirement income plan is sustainable.

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Portfolio Design

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We provide a focused investment approach based on your goals and objectives, designed to provide simplicity, ease of management and peace of mind.

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Business Protection

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We can help you design strategies to protect your business value and build your personal and business net worth.

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Tax & Estate

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By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. An estate plan needs to align with your whole financial picture, including investments, insurance and tax strategies.

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The Benefits of Professional Financial Advice

Graphic - The Benefits of Professional Financial Advice

“By failing to prepare, you are preparing to fail”

Benjamin Franklin

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