Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.

Whether it’s helping with business success or succession, we are there for business owners at all stages, from startup to sale. See how we helped the Bandstras use the proceeds of a business sale to turn their goals into plans with purpose.


 What started out as a friendly chat with Coleen turned into a personalized financial plan far beyond my expectations. It blew my mind as to what Coleen was able to do for me. I was not only struck by Coleen’s knowledge and professionalism, but also by her sincerity in advising in a financial plan that was in my very best interest. As my financial advisor, Coleen is very passionate about my financial well-being. She continues looking out for my best interest by staying in close contact and always making herself available to discuss my investments. Thanks to Coleen I feel financially secure in my retirement. 

Peter V.


 We feel honoured to have Coleen work with us in our financial plan. She consistently finds out what we want and works with us on our plan even though it changes over time. She is a very hard worker, and we rest assured that she is looking after us and working in our best interest. Coleen explains things in terms we can understand when providing us with all our options. The best part is that she shares our dreams and goes above and beyond to make things happen for us. 

Richard & Kelly K.


 After losing my Husband, I was lost. I reached out to Coleen and her team for some help and I got more than just that. I received not only financial guidance but emotional support and reassurance which was so welcomed. Coleen is great at what she does, but it goes beyond the financial advisements… Coleen has shown me true human kindness in the hardest time of my life and has made it easy to understand and make decisions best suited for my future as well as my children’s future. She is a fabulous financial advisor and would recommend her to anyone who is looking for one 

Fleure K.