Client Testimonials

"I want to express my gratitude for your efforts in transferring my company pension plan and especially for coordinating the withdrawal so quickly. When I was in business, it was rare to deal with men or women who were so professional and knowledgeable in their work (Yvonne being the only “woman” I can recall that fits that bill!), and took it upon their self to give a client all their best in advice, help and service above and beyond. Thank you." - Peter D.

"A very difficult past year for me was a little less burden because of your sincere and honest efforts to help me out. Thank you." - Peter D.


"Brian McLeod has been my Financial Planner for 18 years and has always proven himself to be both a solid manager of my investments, as well as a constant source of reasoned support and guidance in business and finance." - Laura J.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.