Contact Us

Send Us a Message

Please complete the Contact Form and we'll be in touch.

The data on this form is submitted and transmitted via a secure connection

We welcome the opportunity to discuss your needs and how we may be of service to you.

Your initial consultation with us is confidential and complimentary. There is no obligation beyond it.

Before we can build a plan to help you meet your financial goals, we will need to know a bit more about you. 

In the link below you will find a short exercise. Please answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

Link to confidential profile and vision: 



Our offices are located directly off Johnston Road/Hwy 521 in the Ballantyne Corporate Park.

From Johnston Road/Hwy 521, enter Brixham Hill Avenue and continue straight past each intersection until you reach a putting green. Our office is located in the center building of three buildings which face the putting green. 

Parking is free and available on both sides of the building.