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About Us

Guiding You to Financial Freedom

Our Unique Value Proposition


We are independent, and passionate about being so. This means we operate from a perspective free of the influence of direct ties to any financial institution. Our team can design and implement the right investment portfolio of registered or non-registered assets, as well as proper insurance protection.

We are planning focused. Our comprehensive six-step process The Worry-Free Retirement Program ensures our clients’ retirement, tax, income, estate or business succession planning needs are met, and incorporates the design of the right investment portfolio.

We are a team.  Unlike many of our competitors, our clients are a client of the firm, not just one individual.  This ensures our clients benefit from the collective knowledge of 8 experienced advisors that hold a Certified Financial Planning designation, most of whom have a minimum of 25 years of experience in the financial services industry.

We use a teaching approach. We pride ourselves in taking complex issues and making them more understandable, to ensure our clients have a complete and thorough understanding of both the issues and solutions. We believe our decades of experience plus years of success is deeply rooted in our commitment to fostering a high trust relationship with our clients.

We “Simplify and Protect”. When we get out of bed in the morning, we set our goal to simplify and protect our clients’ financial lives. We do this by focusing on planning, simplifying complex issues, identifying/solving problems, delivering exceptional service, creating and monitoring superb portfolios and caring about the client experience.

Well Established Firm in Saskatoon

Well Established Firm in Saskatoon

In business since 1955

Independent Investment Selection

Independent Investment Selection

Unbiased selection of investments and life insurance products

Not bank, trust, or mutual fund company owned

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Team Approach

Our clients are clients of the firm, not just one individual

You benefit from the whole Team providing expertise and service

Planning Focus

Planning Focus

Emphasis first and foremost on delivery of our six-step process The Worry-Free Retirement Program

Client Education

Client Education

Hosting events for clients to expand their knowledge