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 64 - Success Leaves Clues 
Stacie and Justin Howe, owners of Kimberley general Store & Justin's Oven
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Entrepreneurs Stacie and Justin Howe run two thriving businesses...the Kimberley General Store & Justin's Oven, tucked side by side in the incredibly scenic rural village of Kimberley, ON (just north of Flesherton). Housed in the historic, original building built in 1905, the General Store offer locals and tourists alike an amazing selection of fresh baked treats, rich hot coffee, full sourdough bread, jams, and in-house pies as well as seasonal homegrown produce, homemade soups, hearty sandwiches, local products, curiosities, general sundries, and fresh organic goods. Justin's Oven serves locally sourced, organically fresh meals and Friday Night wood fired pizza has become quite the rage!! The couple has learned to balance their personal and business relationship while sharing resources and adapting their unique skill sets to keep up with the incredible growth in both their community and enterprises.

                    Here's a clip...

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.