ON Address:
343 Preston Street
Suite 1100
Ottawa, ON, K1S 1N4
ON Office: (647) 370-3557
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AB Address:
Sun Life Plaza West Tower
144-4 Avenue SW
Suite 1600
Calgary, Alberta, T2P 3N4
ON Office: (587) 853-4478
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We are committed to providing every individual with clear, credible, and evidence-based financial guidance that is distinguished by its empathy for the human experience. Some of the unique features of our brokerage are compassion, adaptability, clarity, and taking responsibility for everything we say or we do. We listen to everything an individual has to say and then decide which service will serve the customer’s needs better. For us, customer satisfaction is a direction and not a destination.
