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Contact Us

We are a financial services firm serving individuals and families in the GTA, Hamilton, Burlington and the Greater Niagara Region, including Fort Erie, Grimsby, Lincoln, Niagara-on-the-Lake, Niagara Falls, Pelham, Port Colborne, St. Catharines, Thorold, Wainfleet, Welland and West Lincoln.


Please use the form below and indicate how you would prefer to be contacted. We will respond to you as requested within one business day.


For your privacy and protection, we remind you that this email service is not for confidential inquiries. Please do not include any confidential information in your message (e.g. account numbers, credit card numbers, social insurance numbers, trade requests or other personal information).

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By submitting your email address, you are providing us with your express consent to send you commercial electronic messages related to segregated funds and/or insurance services that may be of interest to you. Should you wish to discontinue receiving emails from our office, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded; it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on our commitment to privacy and responsible use of information, please see our Privacy Policy page.

HOW TO CONTACT US