facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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.



Retirement
Planning

Learn more

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

Learn more


Investment
Portfolio Design

Learn more

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

Learn more


Business Protection
Strategies

Learn more

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

Learn more


Tax Minimization
Strategies

Learn more

Our team will work with you to formulate business and personal strategies, lightening your tax load and freeing up funds.

Learn more


Estate & Will
Planning

Learn more

Knowing you have a properly prepared estate plan in place—one that contains your instructions and will protect your family—will give you and your loved ones peace of mind.

Learn more


The Benefits of Professional Financial Advice

Graphic - The Benefits of Professional Financial Advice



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

Benjamin Franklin

Contact us today to get started

Our Latest Insights & Articles

Read more articles

No Posts Found