50 Coreslab Dr
Flamborough, L9H 0B2
Canada

905-690-5045

Or Toll Free: 1-800-317-9224

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Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Four Point Financial Inc.  Privacy & Disclaimer

Protecting Your Family & Your Business

Family Wealth Solutions

Complete guidance to give your family peace of mind.

Business Solutions

Take care of the assets that are crucial to your business. 

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TESTIMONIALS

What's Being Said

Brian has continued to offer sound financial advice as my wife and I have transitioned into retirement.  He has also taken the time to meet with my accountant to make sure that our investment objectives are aligned with our tax needs and strategies.  Brian takes the time to fully explain our options and to guide us in an appropriate direction has given us peace of mind that we are on the right track.

Don - Brantford, Ontario

As a business owner finding an advisor who can offer comprehensive financial advice for my business and personal situation has been challenging.  Since taking over my investments, my accountant and I have been thrilled with the service and results Brian has provided.  He has also taken the time to sit down with my son and his wife to help them get started with their long term investment needs.

John Fazekas – Paris, Ontario

Brian listened to our long-term goals and he provided us with a comprehensive plan of action.  Throughout the years he has met with us regularly, discussed and updated our financial plan and advised us with regard to purchasing new funds, and insurance where necessary.  He always provides us with options and makes sure we understand the pros and cons of all the decision we make financially.  Providing clarity and an action plan for our financial situation has been the greatest advantage of working with Brian and his team.

Greg Tsagris – Angus, Ontario

CONTACT ME

905-690-3667

What is Private Wealth Management?

November 10, 2017

1 Tip Retire Early

August 31, 2017

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