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Every day we have the privilege of helping people get closer to realizing their dream of financial security. We have established relationships with a wide variety of business owners, retirees and professionals at various points along their journey of wealth creation and wealth preservation. We value each client and ensure they are taken care of by adhering to three simple principles: 

Commitment

Commitment to YOU, Commitment to our Financial Architecture process, Commitment to keeping you informed with ongoing communication and finally, the Commitment to full transparency and accountability.

Clarity

Clarity in our understanding of your unique needs and thus Clarity in your expectations and Clarity in the structure, goals and performance of your portfolio.

Confidence

Confidence in our process, Confidence in our team and most importantly Confidence and peace of mind with your financial plan.

Clinton talks about earnings for Apple and Mastercard

January 28, 2022

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Financial 15: Should I Defer My OAS?

July 20, 2021

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About Canaccord Genuity