Chelsea Toews
Chelsea Toews
Investment Associate
Brooke
Brooke Dean, CFP®, RRC®, TEP, CIM®
Senior Financial Planner Senior Wealth Manager
Meagan
Meagan Freer
Administrative Assistant

A Drama-Free Financial Approach


Life often presents challenges that can introduce stress and uncertainty. Throughout the years, we have successfully guided our clients through such trials, providing purpose and confidence as they strive towards their financial objectives. I am dedicated to extending the same assistance to you.

Our comprehensive suite of personalized financial services is designed to offer you unparalleled support and guidance. By leveraging our expertise, you can navigate the path to your financial goals with a sense of purpose, all while minimizing unnecessary drama. Let us make a positive difference in your financial journey.


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Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

News & resources

Trump turns up the heat on Canada, raising tariff threat to 35%.
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Markets & Investing
July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
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Markets & Investing
Review the latest Insights and Strategies.
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Markets & Investing
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
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Retirement & Estate Planning
Protect your family and your legacy.
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Retirement & Estate Planning
Preparation today secures tomorrow.
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Retirement & Estate Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Trade war skirmishes continue.
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Markets & Investing
Fast takes on market trends.
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Markets & Investing
Court rules against IEEPA tariffs, but the trade war is certainly not over
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Markets & Investing
The dual benefits of insurance.
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Life Events, Lifestyle & Technology
Watch our latest Client Insights webinar.
Watch Video
Life Events, Lifestyle & Technology
Price is what you pay. Value is what you get.
Warren Buffett

A certification of skill – a commitment to serve