Your Financial and Estate Planning Advisor

Are you looking for a Financial Planner?

Since 1992, Paul Moore, Vice President and Senior Financial Advisor has been providing financial planning advice to individuals and families across Southern Ontario including Brantford, Woodstock, Simcoe, Dundas and Cambridge.

Whether it be retirement planning, estate planning, saving for your children's education, or setting up a tax effective income stream, we can help you reach your goals. With our high standards and customized approach, we can help you live your life with the confidence that you have an effective comprehensive financial plan in place.

Our goal, is to enable our clients to say "yes" to the things they want in life.