Unforeseen events could derail your wealth management strategy. Learn the risk factors to consider in your wealth management strategy.Learn More
Did you know the average Canadian university graduate is leaving school with a debt load of almost $27,000?Learn how to help
Retirement is too important to leave to chance. Whether you are planning to retire or have already retired, learn the factors that could impact your retirement income.Read the full report!
If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.Don't wait! Contact us today.
Our clients know they can rely on:
1 January, 2014
Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »
- Adair Ireland-Smith
Diane has consistently delivered excellent advice and service. She has spent the time required to ensure that I am cognizant of the decisions “we” make. has been open to any idea or question that I pose and has proven to be a great teacher.
I have been a client of Diane’s for 9 years. During that time, I have a gained a much better understanding of different types of investments and the risk /rewards involved. With Diane’s planning help, I will be retiring in the next 5 years and my retirement life style will be financially stable. I have referred Diane to my friends and family in the past and will continue to do so.