Personalized support
Our team is made up of highly qualified investment professionals with many years of experience in wealth management.
We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
Welcome
Our lives evolve over time and priorities change. Getting married, career progression, children attend post-secondary school, aging parents. Some goals are short-term, others are many years away.
Asking the right questions and proper planning can help you to adjust to these changes. What are your current priorities? What are the risks? How much will it cost? Are you tracking towards your financial goals?
Managing debt and building a nest-egg can provide financial flexibility and help to reduce stress. Knowing there are options when financial tension appears offers the freedom of choice.
Client Testimonies
“When I was finally able to sell a land asset, Dean had arranged for an outside department to conduct an analysis and a 30 year plan. This was beneficial for me to determine if early retirement was feasible.”
“I feel that Dean is very capable of providing all types of financial assistance based upon that individual’s requirements…… His expertise is diverse and comprehensive.”
“Throughout time (early 1990’s), I believe that Dean has my
best interest at heart. Just a few adjectives to describe Dean
would be personable (down to earth), professional (demonstrates
integrity in everything he does) and knowledgeable!”
Ruth A.
"My time in the Army is rapidly coming to an end. An informal celebration is planned for March 27....."
"...... It would not have been possible to have had a long career without the support of the broader community such as family, friends, neighbors, colleagues, employers, etc. so I would be pleased if you could join us."
"You certainly have had a role as part of the wider community in facilitating my ability to go to Afghanistan. I took a pay reduction to go and that would not have been possible without the good work that you have done over the years."
Tony P.
"......Dean worked with us and then initiated the development of a financial plan through a colleague within NBF. We are now far more comfortable with our future, the diversification of our accounts and the long-term stability that we have achieved."
"Dean has developed and very good understanding of our personal as well as our financial situation."
"Dean has been able to structure our portfolio in a way that delivers the results we expect. Dean has also been able to consolidate many of our investments to provide one comprehensive report that overviews where we stand. We value being able to trust Dean as well as the advice he provides."
Brian W.
