Crafting personalized financial solutions for you

We are a dedicated team to help people achieve their financial goals.
 

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ABOUT US

We are honored to be a primarily referral-based investment* and insurance firm. There is no greater testimony to the quality of our services than when our clients feel comfortable sending their closest family and friends to us.


We are a proud partner of BMO, and Alpha Financial Inc.  We can offer solutions for client's corporate financial planning and mortgages with our partners throughout the country. We are also working with Cidel the Global private bank for our international clients. 

 

 

OUR SERVICES

INVESTMENTS 

Group or Individual Registered Retirement Savings Plan (RRSP)

Group or Individual Registered Education Savings Plan (RESP)

Group or Individual Tax-free Savings Account (TFSA)

Group or Individual Registered Retirement Income Fund (RRIF)

Locked-in Retirement Account (LIRA)

Life Income Fund (LIF)


Non-registered Account

Segregated Fund

Individual Pension Plan (IPP)

Retirement Compensation Arrangements (RCA)

INSURANCE 

Group or Individual Life Insurance

Group or Individual Health & Dental Insurance

Group or Individual Disability Insurance

Group or Individual Long Term Care Insurance

Group or Individual Critical Illness Insurance

Travel Insurance

Immigrants & Visitors to Canada Insurance

ESTATE AND RETIREMENT PLANNING
LENDING SERVICES

Construction Financing


Commercial Financing


Land Financing


Mezzanine Financing


Bridge Financing


Foreclosure Prevention

 
Gray Structure
COMMERCIAL LENDING
Through our Partners

We offer full-service commercial mortgage brokerage through our partner Paragon Mortgage Inc. We take pride in creatively structuring loans that are outside of the parameters of your typical conventional lenders.

 

OUR TEAM

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Scott Venton

Vice President

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Ava Tian

President and Founder

Financial Advisor

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Ajay Somal

Partner, Mortgage specialist

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WHAT PEOPLE SAY

 I have nothing but an awesome experience.  I only wish that there exists above A+++++ mark, which can express my appreciation on the outstanding results on our files.

- Jane