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Nepean
- Multiple Award-winning Financial Advisor - 2022 accepted into MDRT membership - 2021 & 2020 Top 20 DFS Independent Network Advisors in Canada - 2021 Financial Advisor of the Year - 2020 Top Insurance Advisor - What is the difference between working with “an advisor” and a “top financial advisor”? - Our core values of ✔️ Trust ✔️ Care ✔️ Engage ✔️ Learn
Nepean
We are dedicated to providing investment solutions and strategic financial planning for our clients to help them minimize tax and maximize wealth. Simply put, we strive to be our client's trusted advisor. Our "Advisory Collective", has formed a three way partnership of financial professionals that has expertise in investments, insurance, group benefits and pension plans.
Nepean
SunLife Financial has advisors across the country. Jerome Bass has access to numerous estate planners, finance experts, taxation pros and more to add as much value as possible to his clientele and enjoys working with people across Ontario. Call today for a friendly conversation!
Nepean
A financial professional since 1996, Stephen Cox has over two decades of experience guiding retirees and pre-retirees toward their financial goals through the ups and downs of the economy. The hallmark of his services is his personalized, comprehensive approach. "I emphasize personalized service," Steve says, "because everyone has different financial goals and is best served by strategies customized for his or her unique needs and core values.
Nepean
We serve high net worth families, professionals, and business owners with a focus on retirees and pre-retirees. Our decades of experience provide you with high quality financial advice and exceptional client care. We are proud to serve families with whom we develop strong, lasting relationships. A key component of improving your financial well-being is engaging the right experts so you can benefit from as many opportunities as possible.
Nepean
I want to understand what's important to you so we can build a picture of your future. We then create personalized strategies to help you meet that goal. I'm not a cookie-cutter advisor, and meeting regularly to you on track is important. To me you are a client, but you are also a person, perhaps a friend ... and definitely definitely not just a number.
Nepean
Our mission is to help families earn more income and become properly protected, debt free and financially independent.
We are a financial services brokerage with an abundance of companies at our fingertips. We've found that it's never a question of IF we can help someone, rather HOW best we can, and which products and services fit their needs
Honestly, it's the look of hope in peoples' eyes when they can finally see their dreams, and have a plan to realistically achieve them. So much of our lives can be affected by financial stress, and being able to relieve some of that is really why I do what I do.
When I started at first it was an opportunity for me to learn and make some extra part-time income, but to get a little personal, my family was done wrong by the Financial services industry - they were left behind, and after seeing that, I realized I could really make a difference for others to ensure their families were properly taken care of.
We don't pretend to have all the answers; but we've made it a habit to find them out. At the same time, your relationship with your financial advisor should be based on trust and respect - give us an opportunity to earn your business.
Either online or remotely are possibilities - based on your level of comfort.
Primarily we've migrated to a virtual platform to ensure our clients can chat with us from home; but we've also implemented and follow provincial health guidelines at our office, including regular cleaning, hand sanitizing, the wearing of masks, and social distancing. Of course in times like this, safety takes precedent.
