Our brand story.

We believe sound financial advice improves people’s lives, but most people have neither the time nor the expertise to figure out what advice is best for them. We’ve developed a simple, straightforward financial enrichment program that provides our clients the freedom to ....​

live for today. plan for tomorrow.

Learn More.

Ep 60 - Success Leaves Clues podcast with our guest Emmanuel Efraimidis
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Emmanuel Efraimidis is a serial entrepreneur and CEO & Founder of The Complete Group of Companies, one of the largest and fastest-growing HVAC and Energy Management Organizations providing integrated solutions and unparalleled expertise in concentrated areas of energy services. He shares the key components of his success with Robin and Al, as well as explores the obstacles and challenges every entrepreneur faces when the stakes are high. Emmanuel brings with him over 25 years of executive leadership experience with Fortune 100 organizations, spanning various industries including energy management, telecommunications, construction, and software. Emmanuel’s passion is centred on being a market leader and creating long-term value and excellence for both clients and employees alike.
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Ep 59 - Success Leaves Clues podcast with our guest Eliot Marshall 
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Retired American mixed martial artist, Eliot Marshall, Owner/General Manager at Easton Training Center, understands the struggle that many of us face today. He has always been a fighter—from overcoming the bullies and bigots who targeted his heritage, to using his martial-arts prowess to become part of the UFC—but beneath this badass exterior, and despite his success as a business owner and coach, Eliot has dealt with crippling anxiety, insomnia and depression. Relying on support from his friends and family in conjunction with on-going therapy, he has been able to overcome his anxiety and now seeks to share his journey and inspire others.
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OUR guiding principles.

Improving the Lives of our Clients
We work to improve the lives of our clients by providing sound financial advice and putting our client's interests ahead of our own at all times.​

Trust & Mutual Respect
Our relationships with our clients, our suppliers, and our team are built on the principle of trust and mutual respect. We treat others with the same trust, dignity and respect that we would want for ourselves.

Learning & Change
The world is ever-changing. We embrace change
and the learning that is necessary to respond and
thrive ​in an evolving world.

Accountability
We work to honour our commitments and exceed expectations, both to our clients and within our team

Empowerment & Self Reliance
Our team is entrusted to embrace our guiding principles in concert with their ingenuity to “figure things out” so that they may enhance the lives of those with whom they work.​

WOW! Experience
We passionately strive to provide a WOW experience to everyone who deals with us so that they become our biggest fans and supporters. We work to build long-term relationships that reach beyond the lives of our clients to, in turn, touch the lives of their families and the next generation.