Wealth management

I am pleased to announce I partnered with the Roche Financial Group over a year ago.  My representative, Hanna Sahar, meets with my clients, in my boardroom, with me present.  In this way we provide the best possible advice to our clients.

We offer financial planning, investments, segregated funds, GICs, instant travel insurance, life insurance, annuities, RRIFs, RRSPs, and group plans.

Don't forget.  We also do mortgages.

You can't beat establishing your financial goals with both a financial planner and a tax specialist working with you at the same time.

All of this from the comfort of our office in Port Rowan.

We shop with many companies including ManuLife, Canada Life, Empire Life, RBC Insurance, Transamerica, Aim Trimark, Mackenzie Financial, C.I. Funds, Templeton, Fidelity, ING Bank, RBC, TD, and BMO, just to name a few.