13 Paisley Street, Guelph, ON, N1H 2N5
We start with your goals, then create a personalized blueprint to ensure every dollar invested helps you grow.
Developing flexible long-term strategies that lay the foundation to help secure your financial future.
Keep more of your money and protect against the unexpected.
We value giving our clients the foundation they need to achieve their goals through straightforward honest advice. We chose a name that represents those values, and we constantly strive to be an honorable friend to you.
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Definition: Friendship and Honour
Working directly with you to develop a personalized financial plan that enables you to make smart investments decisions, prepare you for the future and reach your financial goals.
“I have relied on Jerry and CJ’s financial expertise for well over 10 years. They have been diligent in understanding and making sure I stay on track to achieve my goals.
With a personal goal to retire early, they focused on my best interest and effectively planned to ensure I have enough money to enjoy my retirement. Without Jerry and CJ, early retirement wouldn’t be a reality.”
You get two Certified Financial Planners® working on your account to ensure you’re covered from every angle.
Every decision made is guided by your needs to make sure you reach your financial goals.
Plans are tailored around your goals and lifestyle to ensure long-term financial success.
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