Our Approach

Building Strategies for the Accumulation, Preservation, & Distribution of your wealth.

Why Choose Us?

 

You gain peace of mind when dealing with ONE advisor, who is dedicated to creating and improving YOUR financial freedom.  Our clients receive a solid Financial Plan, with both Timely communication and Quarterly reviews.  We provide Consistency of advice, with Access to “best of breed” investments and Effective tax planning to maximize RRSP contributions and mortgage pay down.

Giving Back… just as important as supporting our clients!

 

We believe it is vital to support the community in which we live and do business. The fees paid for tax services we provide during tax season, are donated to local charities with over $500,000 raised over the past 14 years!

Providing unbiased advice while offering a wide selection of financial services and products.

Testimonials

"For many years we have put our faith in Dan Noonan’s knowledge and his capable hands. He is always available to answer any questions or give advice on all investments. We have always been pleased with what he has done for our family’s finances."

 

Sue & Wolfgang Burmester