We are financial advisors who bring a complete and consolidated approach to managing personal finances that has earned the trust of business, professionals and individuals across York Region.
The value that we provide as financial planners isn’t isolated to a series of tasks; we deliver comprehensive solutions that address the big picture. We go the extra mile by taking the time to consider how each service relates with one another.
By working closely together with you, we are able to understand you through and through. We invest ourselves in recognizing your short term and long term goals so that we can anticipate new opportunities as they evolve, or even proactively offer guidance to lead you through any stormy financial situations that you may encounter.
Michael Smith is an Insurance Professional with over 30 years of experience dealing with wealth management and financial planning. A fully licensed insurance broker and investment advisor, Mike also contributes at a charitable level by participating in a leadership role at various community organizations.
Richard Rogers has worked as a Chartered Accountant for over 30 years, sharing valuable advice on tax, estate and finances. Rick has a special focus on the world of tax planning for business owners and executives, and he contributes this valuable insight as a board member for numerous private businesses.