Practical advice to help you thrive with your finances

No matter your stage in life, we are here to help give you realistic guidance to manage your finances and help you clarify your investment and insurance needs.

Clarify Your Situation

We help you build a clear picture of your current financial situation so we can clearly see where we are today.


Identify Success

Everyone’s situation is different. Once we have a clear picture of where we are today, we need to paint a clear picture of what you want to achieve.

Implement Plan

We will help you create a plan to implement so that you can achieve your financial goals. This will give you easy steps to implement on day to day, so you can thrive year to year.

Clear Money Mindset Podcast

Providing you with help and tips to manage your money in a clear and intentional way.


5 Common Money Mistakes Most People Make

When it comes to finances, the bad decision is often the easiest to make. It is important we become mindful of those decisions and take steps to correct them. In a world where spending can happen in seconds and technology powers our lives, it’s easy to lose track of where our spending happens. In this […]



Fast Facts on the First Time Home Savings Account

What do you get when you cross a TFSA with an RRSP and use it to save for your first home? The First Home Savings Account – A unique new investment account that we are excited to share with you. This is the multitool of savings vessels and offers the non-taxable withdraw of a TFSA […]



Taking Baby Steps – Phil Medler – Ramsey Solutions Inc.

In the financial world there are so many ways to approach a singular issue – how to make the most money with the resources you have, so you can live the life you want to. Most plans would have a similar focus and that is to make sure that you are paying down debt, budgeting […]



Savings Snippets – Coming To Terms With Life Insurance

Life Insurance. You have heard of it and you may have some, or at least know that you should have it. Life insurance is something you, yourself, will not use but could mean everything to your family. In a world of ever-increasing costs and expectations, peace of mind in knowing that your loved ones will […]


Contact Us

5950 Tecumseh Road East, Windsor, ON, N8T 1E3Telephone. (226) 221 9422Fax. (519) 915 1193