AboutWe are a service-oriented, financial planning, brokerage office providing our clients with values-based and understandable solutions to meet their business, estate and retirement planning needs.
ServicesThrough the use of insurance, investment products and current financial planning software, we provide our clients with peace of mind in the achievement of their personal goals.
SolutionsOur Business Profit Division offers best practices from corporate structuring, tax planning, financial advisory, retirement and estate planning. For more information www.odbps.ca
To all of our clients and associates please note
“We have physically closed our office as per the mandate by the Ontario government and all of the staff and advisors have been set up to work at their homes. We are working to be as accessible and available for clients as normally as we can however there will be no physical meetings with clients until things get better with COVID 19 and social distancing Please note that only phone or skype meetings will be arranged at this time. “