• Personalized Plans

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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  • Making Your Dreams Come True

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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  • Sound Advice

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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  • Planning for Everyone

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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Ron and Fran's Testimonial

My husband and I have always worked hard to build a modest life for ourselves. Investing was a mystery to us and we were wary to trust someone with our hard-earned savings. When we met Wayne Elliott, we were immediately impressed with his friendly and open personality. Over the past 12 years he has been a confidante and a source of inspiration in his role as our financial advisor. During this time, he actively encouraged us to take the steps necessary to realize our dreams. Through Wayne’s guidance and sound financial advice we now have the freedom to enjoy our retirement in our newly built home in the Muskokas. We choose wisely in our financial advisor and I would recommend Wayne to anyone with a dream to fulfill.

Ron and Fran Bowman, happily retired in Muskoka!

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