Broker Check

Who We Serve

We have had the privilege of building our firm to what it is today and nurturing lifelong relationships with our loyal clients. Through this growth, we have found that we enjoy working with clients who value our knowledge, are serious about planning for themselves and their families, and enjoy the long-term approach we implement. We enjoy serving:

Business Owners

As small business owners ourselves, we understand the many moving parts of running a successful endeavour. We have built our practice around business owners because we appreciate their drive, determination, and proactivity. As you move through the various stages of business ownership, remember that we will always serve as a valuable resource and help you plan, protect, and preserve your business.

Individuals and Families

There are few things more important than adequately planning for your family's future, but many people don’t know where to start. Fortunately, we are here to help guide you throughout every life stage and planning milestones. By asking the right questions, we can learn about you and your family, which helps us better understand what is important to you when helping strategize your financial future.

Rather than simply recommend investment options, we take the time to learn about what is important to you. Our unique perspective is designed to help you gain clarity about your financial situation and make informed decisions.

Women in Transition

As our firm grows, and we utilize John and Jacquelyn’s husband-wife dynamic, we have dedicated ourselves to learning about the unique needs of women in transition. Many women aren’t armed with a financial strategy because they don’t know where to start. They may also worry that a large firm can’t provide them with the individual attention they deserve.

We seek to solve this problem by working closely with you to develop strategies that can help withstand fluctuations in the markets and unexpected life events, such as becoming a widow or getting divorced.