It's your money... and your peace of mind. We understand that.

Steve Talosi You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to review the services we offer or contact us for additional information.

Recent Articles

08/07/2014
During the depths of the credit crisis of 2008, a commercial real estate agent (who dealt with office buildings and industrial buildings) noted what a shame it was that the public stock markets were doomed. He implied real estate offered better...
08/07/2014
Slowly but surely wealthy Baby Boomers’ thoughts are turning towards their own mortality as they watch their parents age and pass away. Much as they would like they cannot escape the inevitable march of time. And with that realization comes the task...
08/07/2014
The rules for the Canada Pension Plan allow you to start receiving retirement benefits as early as age 60 instead of waiting until age 65. You can also choose to wait until age 70. You lose about one half of one percent of the age 65 pension for...

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