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.


Real Estate Round Table

What do you call it when you gather a financial advisor, a lawyer, a real estate agent, and two mortgage brokers in a room and give them a microphone?  Answer: An informative podcast that can help empower you if you are buying or selling a home.  Navigating the real estate market is no joke, especially […]



2024 Spring Housing Update

Spring has sprung and our latest podcast is in full bloom.  Tune in to our latest episode of The Clear Money Mindset, where we provide a spring update on the ever-evolving real estate market of 2024. Joining Ben is special guest Sebastian Schmoranz, a seasoned lawyer from McGregor, Sims, Schmoranz, Hart Professional Corporation based in Kingsville, […]



2023 Tax Update Featuring Josie Hope

Get ready to dive into the latest and greatest tax updates. Josie Hope, CPA with LJ Business Solutions is talking 2023 taxes with Ben. Some changes that you should know about before you file (which now must be done digitally or else you can incur a hefty fee.) Some of the things we touch on […]



Life, Health, Wealth – Balance Part 2

Continuing the theme of balancing your money so you can live the life you want to live. Part 2 of this inspiring podcast is now streaming. Join Ben and Andrew Hallam, the esteemed author behind the acclaimed personal finance book “Balance” as they continue their conversation about how to spend for happiness, how to invest effectively, […]


Contact Us

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