"Every Championship Team Has A Great Coach And Gameplan - Your Finances Are No Different"

Meet The Team

Founded in 1997 as Independent Retirement Planners, our goal is to provide financial planning services to both private and corporate clients.

As financial advisors, we know that your financial goals are extremely important. That’s why when you hire us for your financial planning, we will make sure that your needs are met so that you can achieve your goals and have the future of your dreams.

We thoroughly consider your needs so that we can develop a well-designed financial strategy and bring it into existence. When thinking about your financial future we can give you the peace of mind that you deserve.

For any assistance with financial planning or if you wish to talk to a financial advisor, please click here to contact us.

latest news

Jan, 10, 2022
Time is one of those daily realities that we usually take for granted. But when it comes to building wealth and managing investments, it is tremendously important. How you view, manage, and interact with "time" could deeply impact your financial success more than any other variable that you... Read more
Jan, 10, 2022
"At this point last January, I was determined to change my relationship with money forever," says Daniel. This is a New Year's resolution he shared with 69% of Canadians last year1. However, unlike most others, Daniel has been able to stick with his promise to get control of his financial life. "I... Read more
Jan, 10, 2022
If you're in your 50s, and thinking about your financial future makes you anxious, you're not alone. 70% of Canadians are worried they won't have enough money to retire1. While you can't go back in time to save more or spend less, it's not too late to get started. Even if you've been saving... Read more

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