13 Paisley Street, Guelph, ON, N1H 2N5
Personalized Wealth Management

Grow your investments, plan for the future.

Personalized wealth management services backed by flexible plans that are built for you.
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Grow And Protect Your Wealth

philotimo

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Definition: Friendship and Honour

Benefits

Covered From Every Angle

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.”

— Shane S.

Twice the confidence

You get two Certified Financial Planners® working on your account to ensure you’re covered from every angle.

Your needs first

Every decision made is guided by your needs to make sure you reach your financial goals.

Made just for you

Plans are tailored around your goals and lifestyle to ensure long-term financial success.

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