• 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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Testimonials

Gerald and Marilyn's Testimonial

We are pleased to recommend Wayne Elliott as a financial advisor.

When faced with investing life’s accomplishments wisely, we needed someone who would understand that we wanted stability in our portfolio for the long run, but also to achieve a successful financial gain with our investments.

Wayne Elliott has helped us with this endeavor, providing his trust, advice and the financial services that we need.

Gerald and Marilyn

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!

Linn Kennedy's Testimonial

All superlatives are applicable to the winning financial planning team that is Wayne Elliott and Sandra Patterson.  Their impeccable professionalism has been truly refreshing and has engendered confidence in how my retirement investments are being administrated.

My interaction with Wayne and Sandra has been a positive and inclusive experience. They are highly personable, and readily accessible with concise answers to my questions.  They provide written confirmations for every transaction I make, and arrange yearly meetings to ensure clarity and satisfaction with my investment portfolio.

Thank you Wayne and Sandra – you are surely the gold standard bearers in your field, particularly regarding your specialized business acumen and superb client communications!

Mark Dickson’s Testimonial

Wayne is a passionate, well educated, advisor who cares about his clients.

 

Mark Dickson

Peter Ferguson’s Testimonial

Wayne brings expert insight, complete understanding and value-added recommendations to a wide variety of financial products and services. He has the unique ability to take complex and often boring subjects and articulate them in clear and comprehensible terms. He goes about his business in a supportive and empathizing way and during our years of doing business together I have come to view Wayne as a skilled advisor and, friend. It is always a pleasure doing business with Wayne.

Peter Ferguson

Mark Lukas’ Testimonial

Wayne offers a comprehensive and integrated approach to financial planning, not just focusing on retirement - he engages clients to consider a broader range of activities beyond retirement and investment planning. I would recommend you contact Wayne to discuss your future.

Mark Lukas

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