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

About Us

Copy this link. Client testimonial(s)

We and our team of specialist have a common purpose with you in mind.

Our client relationships require mutual Like, Trust, and Belief, when designing your customized Quality Financial Plan.

The foundation of a Quality Financial Plan is understanding our client’s Values, Goals, and building a plan uniquely specific to your dreams and desired outcomes.

Our team will provide clarity where there is complexity, and present an easy to understand plan with built in solutions to your needs.

We believe that all Canadian Families, Professionals, Farmers, and Business Owners are unique and deserve a well thought out, and comprehensive road map which we will review regularly and update all as needed.

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
Kind, caring, and compassionate. Great service.
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.
Albert is an incredible person to know. Do right by all.
Bill represents the very best in humanity. Proud to recommend him to those in search of a quality realtor.
Patricia is a quality individual , Motivator, and a Professional. I highly recommend Patricia.
Great company, great product. Great value for the AG industry.
Wayne is an incredible asset to Telus. On a side note I happen to us Telus and am very happy with them.
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Highly Recommended

By 5+ Local Business Owners!
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Our Team
William Peters from Investors Group Financial Services Inc.
William Peters
Nancy Nadeau from Investors Group Financial Services Inc.
Nancy Nadeau
Consultant
Pam Savage from Investors Group Financial Services Inc.
Pam Savage
Administrative Assistant