About Us

Our philosophy is simple: a financial plan is more than just purchasing the latest financial products. Financial planning is about building a team around you - the client - and creating the right tools that can protect the way you want to live. For, some this means building a legacy. For others, this means building a business.

For us planning is about more than a product. It is about a process that optimizes those products. So, while, we have access to more than 20 Financial Companies who provide Employee Group Benefits, Individualized Insurance or Investment Products, our real value is about building the tools and the team that can optimize them.

So yes, we can provide a variety of products including RESPs, RRSPs, TFSAs, Life and Disability Insurance. However, being licensed in Ontario and Alberta for more than 10 years, our Principal, Russell Scantlebury has learned that products are just the beginning. We invite you to see our difference.