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Covid-19

Dear Clients and Business Partners,

Considering that all financial services are considered essential, our work for our community has never been so meaningful. We do what we do with pride and consider it a privilege to support our clients and business partners as the world around us finds a way to overcome this pandemic hand in hand.

We are doing our part to prioritize the health and safety of our clients, business partners, workplace and community and as such we are following Canadian Federal guidelines and all members of our firm are conducting their duties remotely until further notice. Every single one of our team members can be reached by phone or email and have all the possible tools to process business activities seamlessly.

Our head office in Mississauga will be closed to in-person meetings and all appointments will be conducted virtually. Whether you prefer a meeting by phone, Zoom, Teams, FaceTime, Skype, etc, we will find a way to accommodate you.

We are committed to maintaining excellent client service levels while doing our best to keep clients, partners and employees healthy and safe. Please do not hesitate to contact us if you have questions. We are here to support you so if there is anything you need, please let us know and we will be more than happy to do our part to help or point you in the right direction.

If you would like to set up a meeting, please reach out to us via the CONTACT FORM below.

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Become a member of a Financially Fearless Community

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Become a member of a Financially Fearless Community

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GET IN TOUCH

Are you ready to build an impactful, fulfilling and sustainable life for you, your family and your business?

You’ve come to the right place!

Let’s connect for a free consultation to see if working together is a great fit! .

BUSINESS ADDRESS:
700 KERR STREET, SUITE 201, MAIN FLOOR
OAKVILLE, ON L6K3E1

PHONE:
905-749-4858

BUSINESS HOURS:
BY APPOINTMENT ONLY