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Our Philosophy

don't speculate

We've built a reputation as one of Canada's premier advisory firms specializing in retirement income planning by staying focused on achieving our clients' goals... Learn More >

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A Few Words
  • Kirk's counsel has gone well beyond wealth management and includes tax and estate planning, life and health insurance, and many personal aspects of the change to a retirement lifestyle.

    - Paul A.

  • As the experience with Paul unfolded over the years it became apparent that a broader series of benefits were emerging, such as advice on will structure and estate issues.

    - Richard H.

  • My parents have received wonderful service from both Paul Bourbonniere, and in recent years from Ruth Ashton. She has dealt with them with patience and understanding and instilled in them a real confidence that their interests were being looked after.

    - Janet H.

  • Lydia is everything a financial advisor should be – she is knowledgeable about the products she has at her disposal, she listens well, her advice is tailored to specific circumstances… Above all though, we trust her.

    - Mike and Fiona C.

  • I'd highly recommend Derek for strategic, engaging and sincere financial planning advice!

    - Tara S.