Brooke
Brooke Dean, CFP®, RRC, TEP, CIM
Senior Financial Planner
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.


Subscribe to My Newsletter

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

Liberals win 4th term - looking at market performance under various governments
Read
Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
Market volatility can feel like navigating choppy waters without a compass.
Read
Markets & Investing
Examining how markets perform through economic contractions
Read
Markets & Investing
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
Read
Markets & Investing
The week after liberation day takes markets on a roller coaster ride
Read
Markets & Investing
Fast Takes on Market Trends
Watch Video
Markets & Investing
Liberation day tariff package hits hard around the world.
Read
Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
Read
Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
Read
Tax Planning
The sale of a business opens multiple options in retirement.
Read
Retirement & Estate Planning
Price is what you pay. Value is what you get.
Warren Buffett

A certification of skill – a commitment to serve