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About Us

Increasingly we all need a financial roadmap to reach our goals. Our team will design a Quality Financial Plan for all of our clients. It all begins with a chat over a cup of coffee. No Obligation. Your Investment? Your Time!

Our Ideal Customer

My ideal clients are those that want a quality comprehensive financial plan designed to cover all facets of their life. My clients are professionals, lawyers, doctors, farmers, and oil and gas.

We cover the following:

-Taxes

- Cash Flow

-Risk Management ( all types of Insurance including Group Benefits)

- Investments

-Retirement Planning

-Estate Planning

-Wealth Transfer Strategies

Our Team
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William Peters
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Pam Savage
Administrative Assistant
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Nancy Nadeau
Consultant
Products & Services

Wealth Management

Private Client Wealth Management. Tax and Wealth Management Strategies.

Personal Insurance

We provide a wide variety of personal insurance policies. Contact us with any questions about your personal insurance needs, for a review of your current coverage, and for quotes to see how our policies compare.

Personal Insurance

We provide a wide variety of personal insurance policies. Contact us with any questions about your personal insurance needs, for a review of your current coverage, and for quotes to see how our policies compare.
Businesses We Recommend
Albert is an incredible person to know. Do right by all.
MNP in my opinion is one of the superior tax planning firms that I am a supporter of. On a personal level David Burton operates with his client's best interests at heart. This is know as we deal with many of the same clientele.
Wayne is an incredible asset to Telus. On a side note I happen to us Telus and am very happy with them.
Patricia is a quality individual , Motivator, and a Professional. I highly recommend Patricia.
Bill represents the very best in humanity. Proud to recommend him to those in search of a quality realtor.