Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

ABOUT US
WHAT WE DO
INSIGHTS
CONTACT

My Team


Greg Briggs, BA, CLU

Financial Advisor

Claudia Lavoie

Licenced Assistant

SPOTTED IN THE NEWS

17 January, 2023

Money Dates 2023

Here is a summary of all the important dates in 2023 to diarize in your annual financial planning calendar. This guide will help you...

14 December, 2022

Our Year In Review and Investment Outlook for 2023

The holiday season marks the point in the calendar where I start to think about my "what to expect next year" piece. It is a time for...

THE VALUE OF ADVICE

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

THE COST OF ADVICE

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More
 

Market Monitor

Listen to insights from our market specialists  

 

Contact Us

Don’t leave without giving us your number!
Get in Touch