THE RIGHT FINANCIAL DIRECTION

The financial path is not always smooth sailing.
Let's chart a course to your destination.

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ABOUT US

We come from two unique backgrounds: Onette, as an IT Manager from the Financial Services Industry and Phil, a 29-year veteran and Supervisor for a municipal law enforcement organization.

While we both found success in our chosen careers, we were yearning for new challenges. We realized that our passion was helping people and setting them up with the right financial strategy. Together, with our combined knowledge and life experiences, we possess strong determination to always do what’s best for others. This has produced positive and successful results.

Our goal is to deliver professional service to our clients as well as providing options and opportunities for individuals to reach their full potential. Ultimately, with our strong partnership, we hope to assist anyone to achieve financial freedom for themselves and their families.


Phil & Onette

FREE RESOURCES

VIDEOS

E-BOOKS, GUIDES AND MORE TOOLS

HOW MONEY WORKS

FREE E-Book. Teach your kids with the HOW MONEY WORKS Kid's version.

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THREE Ds OF INVESTING

A way to keep your focus on your investment goals.

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FNA

A personalized strategy for financial security.

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SERVICES

Investment and Retirement

Save and Invest for your short-term and long-term goals.

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Life Insurance

Protect your income to take care of your loved ones and obligations.

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Living Benefits

Discover our array of financial solutions to support Canadian families.

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Business Opportunity

Trail blaze to a new career or part time commitment to earn extra income.

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Workshops and Webinars

Workshops in person or Webinars! We believe that with the right information, you can make proper decisions that works for you.

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CONTACT US

Is the road ahead looking a little bleak?

You’re not sure of the right investment options for you? Or uncertain of the proper life insurance or living benefits to protect your needs?

You have big decisions, and we can help! Now is the time to consider some of the answers to the many questions you may have.

Procrastination is not your friend, let’s sit down together and help navigate you to your financial destination.

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TESTIMONIALS

- Name of Indivisual

"This is a good company. Use their products and services"

- Name of Indivisual

"This is a good company. Use their products and services"

- Name of Indivisual

"This is a good company. Use their products and services"