MORTGAGEs - Purchase, Refinance, Debt Consolidation, ETO
INVESTMENTs - RESP | RRSP | TFSA | FHSA | RRIF | LIF | GIA
A Financial Team You Can Trust
Our Services
Our Philosophy
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers.
This is what makes us different. From first-time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture.
We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow.
We care as much about why you are investing as what you are investing in.
Some Of Our Carrier Partners
We are certified financial experts
Get in contact today and see if we can help you with your Mortgage, Insurance, or Investments.
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Insurance products and services are provided by Darlene Chung-Ying.