Serving you Now and into your Future

Jim has been in the Financial Services Industry for 15 years. He earned his C.F.P. designation in 1997. Jim and his team of 5 manage $40 million of Mutual Funds and Segregated Funds, as well a substantial Employee Benefit Book. Our ideal client is a 45 to 60 years old incorporated self employed business owner.

We also provide a full mix of insurance products including specialized Travel Insurance. With this solution based offering we believe we provide a 1 stop shop for our Preferred client.