Let's Talk About Your Financial Goals
We believe every conversation starts with understanding your unique situation. Whether you're planning for retirement, managing business cash flow, or exploring investment strategies, we're here to listen and provide practical guidance.
Reach Out Today
Wellandport, ON L0R 2J0
Canada
Send Us a Message
When We're Available
Business Hours
8:30 AM - 5:00 PM EST
Saturday by appointment
Response Time
Phone calls returned same day
Emergency situations handled promptly
Our Commitment to You
When you reach out to us, you're not just another inquiry. We understand that financial decisions can feel overwhelming, and we're committed to providing the clarity and support you need to move forward with confidence.
Personal Attention
Every client conversation gets our full attention and thoughtful consideration
Clear Communication
No confusing jargon - just straight talk about your financial options
Practical Solutions
We focus on strategies that actually work for your specific situation
Finding Our Office
Getting Here
We're located in Wellandport, a small community in the heart of Ontario's Niagara region. Our office is on Metler Road, easily accessible from Highway 3 and regional routes.
From Hamilton, take Highway 3 west through Caledonia. From St. Catharines, follow Highway 20 west to connect with local roads. Parking is available directly at our location.
If you're traveling from out of town, we're happy to provide more detailed directions or schedule a phone consultation if the drive isn't convenient.