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Contact Us

Our friendly team are available to answer any questions you may have about our services.

north bay ontario

North Bay Head Office

Address: 1850 Bond St 2nd Floor, North Bay, ON P1B 4V6

sault ste marie ontario

Sault Ste. Marie Office

Address: 71B Spring Street, Sault Ste. Marie, ON, Canada P6A 2Z9

matheson ontario

Matheson Office

Address: 427 Fifth Avenue, Matheson, ON, Canada P0K 1N0

kingston ontario

Kingston Office

Address: 205-623 Fortune Crescent, Kingston ON, Canada K7P 0L5

Leave us a message!

For General Inquiries and Support

Call (705) 995-2910 ext. 4278
Email: [email protected]
5 stars google

Alexander McKenna

Karin was very nice to deal with, reach out and Karin will get you going with all your needs.

5 stars google

Aura Stewart

Great staff!

5 stars google

James Masse

Brandon is great to work with. Helped make things clear and provided great advice.

Business Owners

Our team are here to take the stress out of financial planning and insurance for your organization. Group RRSP's, Benefits and Insurance to keep you operating successfully are our specialty. Let's connect!

Legacy Planning

Our team are here to assist you with planning your business legacy and helping you plan for a prosperous retirement. Speak with our friendly team of local experts who are here to help you every step of the way.

Young Professionals

Planning for a family or buying your first property? Our team are here to help you set goals and plan for your future with personalised solutions that match your needs and budget.

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