As professional investment representatives, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Keith has worked as an Advisor and Branch Manager in financial services for almost 30 years with Life and A & S licenses in the province of Ontario. He is also a member of the Independent Financial Brokers of Canada.
Previous to entering financial services, Keith owned a successful corporation doing business throughout North America.
Keith believes an understanding of basic financial concepts prepares a platform to build on such as:
Keith encourages his clients to view themselves as CEOs of their own lives, making choices as if they had shareholders to answer to.
I have no commercial ties to any investment or insurance company and therefore, have no bias to recommending one product over another.
I have been in the Financial Services Industry for over 15 years. I always place my client’s interests first when they work with me and I work hard to earn and maintain my client's trust.
I am also a believer in volunteerism and giving back to my community and my client’s community. I sponsor multiple Christian School and other charities.
Please contact me by email or phone to have a short discussion to see if there would be a good reason to meet.
When we meet, my goal is to see if we connect first of all, and if there are mutually beneficial reasons to consider working together.
Brian has over 15 years of experience in the financial services sector.
Before entering the financial services industry, Brian worked on his family’s dairy farm, as well as working in the automotive sector as a quality assurance inspector for 12 years.
Brian has a keen interest in teaching and coaching individuals and families on how money works, and by implementing some key financial concepts, solid long term relationships are developed and financial success is achieved.
Eric has over 10 years of experience in Financial Services. He received an Honours Bachelor of Business Administration (HBBA) degree and an Honours Bachelors of Science (HBSc) degree from Wilfrid Laurier University. Eric is Life licensed in Ontario, and is also approved to sell segregated funds. He is a member of the Independent Financial Brokers of Canada.
When not knee-deep in numbers and spreadsheets, Eric enjoys exercising, watching football and playing guitar. He is a 6-year Company Program mentor with Junior Achievement of London & District.
Eric currently resides in London with his wife Anna and their 2-year old daughter Adrianna. He can be contacted at firstname.lastname@example.org.