Welcome to Our Website

It is amazing that so many people work hard for their money, yet put little time or effort into directing the financial futures of their families or businesses. Organizing one's own finances is a daunting task, and mistakes can be very costly. Everyone needs sound financial advice and competent assistance to implement an integrated financial program.

We listen closely to our clients ensuring we recognize and address your individual needs. With this information we implement and maintain a customized financial map that recognizes your evolving financial situations through one-on one meetings, regular reviews, and ongoing personal advice.

Drawing on a team of experts, we also offer insurance, insurance audits and estate planning. Please contact us today to arrange a complimentary consultation.

2016 TFSA Contribution Limit

The Tax Free Savings Account (TFSA) annual contribution limit has been changed to $5,500. For more information on TFSA's, please click to view Taking Advantage of the TFSA.  

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Broker Financial Advisory Group is a personal trade name of Trevor Broker.