Begin with possibilities.  Achieve results.

                                   Office Address:                               Office Hours:
                                             209 Main Street, Suite 101                             Monday to Thursday:     9 am to noon & 1 pm to 4:30 pm
                                             Sturgeon Falls ON P2B 1P3                           Friday:                            9 am to noon & 1 pm to 4 pm
                                                                                                                     Extended hours available by appointment

Financial Planning


Investment Planning

Our approach is comprehensive, our advice is backed by in-depth research and expertise, and most importantly, our service is personal.  The guiding principles for building and managing your portfolio is established and documented in a personalized Investment Policy Statement. 

Retirement & Retirement Income Planning

 Whether you are accumulating wealth, receiving a lump sum, or drawing on your life savings, we help you understand and navigate the complexities of the financial world. While retired, our role is to help you create tax-efficient sustainable cash flow.

Insurance Planning

 You spend your whole life building a better financial future, so isn’t it equally important to protect it?  A vital part of any complete financial plan, insurance can help you protect what matters most to you.

Estate Planning

Without an estate plan, the things you’ve worked so hard to earn, and the money that took years to save, may not end up in the hands of the people or causes you care about. An estate plan can help you protect the ones that matter most.

Tax Planning

We will consider tax efficiency throughout your overall wealth plan.

Planning for Business Owners

Be it business succession planning, managing excess cash in your corporation, Individual Pension Plans or Corporate Insured Retirement programs, we are a core component of your business advisory team.

High Net Worth Services

If your needs are complex, we will work with an extended team of experts in areas of philanthropy, pension and trust services and tax, legal and accounting services.

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.  Credential Securities is a registered marks owned by Aviso Wealth Inc. L’Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of L’Alliance Wealth Management are used under licence by Credential Financial Strategies Inc.

When it comes to wealth management, we understand there's no one-size-fits-all solution for everyone.  Together, we can help you with investments, RRSPs, RRIFs, RESPs, non-registered accounts and Tax-free Savings Account.  Serious preparation can help give you the freedom to make smart financial choices for your family’s future, your children's education, your retirement, your estate, your assets and investments.  Our services include:

Contact Us                

Angèle Simard, FCSI CIM PFP       

Eric Simard, CFP