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.


Death & Taxes – Will vs Estate

“Nothing is Certain but Death & Taxes”- Benjamin Franklin A Will is a great start to an Estate Plan and sometimes a properly done Will is enough, but sometimes a Will is not the best option when it comes to our final planning needs, and it can fall short – leading to a costly and […]



4 Uses For Life Insurance

Life insurance as part of your overall investment strategy. Many people think of life insurance as a product that protects your loved ones in case of your death. We don’t always think of using it as an overall investment strategy, but there are some interesting ways you can use life insurance to build and transfer […]



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 […]


Contact Us

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