As Certified Financial Planners, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
In 1995 after 18 years in banking, Rose chose to satisfy her passion and made the leap to self employment as a "Personal Financial Planner".
Rose saw a great void in what client's really needed which was "comprehensive" financial planning with the "personalized" service they deserve; not just attentive to investments but the overall financial health of clients.
"Financial planning can be a daunting task. Competing financial goals, unexpected events such as job loss, or market fluctuations, can make financial planning intimidating and confusing. My role as your financial planner is to take the intimidation and confusion out of planning your financial future and to be your partner throughout life's ever changing events."
Certified Financial Planner® (CFP)
Member of Financial Planners Standards Council of Canada
Institute of Advanced Financial Planners (IAFP)
Level 2 Life Insurance
Rose is currently Chairman of the Brockville and Area Community Foundation. The BACF is a public foundation serving Leeds Grenville who’s mission it is to build endowment funds for the benefit of the community today and future generations.
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
Born and raised in Brockville, Adam began his career in the Financial Services industry in 2005 after studying Economics at the University of Maryland – Baltimore County, and the University of Western Ontario. During this time, he has concurrently been helping his clients meet their goals, and completing extensive industry training courses. In 2009, he earned the Certified Financial Planner® designation. Currently, he is actively pursuing his Chartered Life Underwriter®. These are the highest standards of certification in Financial Planning and Wealth Transfer and Estate Planning.
Adam shares in the belief that clients need that "Comprehensive" approach when it comes to Financial Planning. A focus on solutions to problems, and having all pieces of the puzzle in place is top priority in Adam’s approach. Regardless of your stage of life, Adam is truly willing to help you understand and navigate through the complexities of Financial Planning with a friendly and relaxed approach. With a long career ahead of him in the industry, you can expect an advisor, and partner that will be there with you through life’s events.
Jane provides administrative support to Rose. Her responsibilities include but are not limited to, coordinating and processing all business transactions, and answering your questions and concerns in an efficient and timely manner. Jane is also responsible for sales and service of GIC's and RESP's.
As a native Brockvillian with strong family values, Jane brings with her more than 20 years experience in the financial services industry. Jane’s commitment to our clients is evident with her professionalism and care she takes in providing quality service.
Jane has successfully completed the Investment Funds Course in 1998 through the Institute of Canadian Bankers.
We serve individuals, families and businesses in the Brockville area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: