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estate planning

29 October, 2019

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend

estate planning ipc

25 September, 2019

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde

money facts

3 April, 2019

MoneyFacts 2019

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.

wealth

2 April, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.

 

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Our Team


G. Lee Mosley, CLU, EPC

Investment Advisor

Cindy Cleary

Administrative Assistant, Insurance And Benefits

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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