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Let's Build a Connection

Financial advice isn't just about money. It’s about your dreams for the future. But for clients to tell us about their dreams, they have to truly trust us.

We listen to our clients’ goals, values, hopes & concerns. Then we endeavour to educate and engage you, creating a relationship with your interests and aspirations as our guide in order to secure your future and bring peace of mind.

We look forward to connecting with you.


Book a consult with Al McDonald

Specializes in estate & retirement planning, wealth accumulation & charitable giving.


Book a consult with Joe Ferreira

Specializes in living benefits planning such as disability, critical illness and long-term care.


Unit 2 - 2390 Bristol Circle
Oakville, ON.  L6H 6M5



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