Who We Are

Our Team of experienced financial professionals and specialists play to their respective strengths to meet and exceed our clients’ expectations.

Meet our team in Ottawa, Ontario:  George Piper, Greg Pearce, Benjamin Lee, Adam Skube, Donna Drummond and Nici Hamilton.

 

  • “…impressed by a wide knowledge of investment, insurance, tax and estate planning strategies.”“…provided valuable strategic solutions.”
  • “…a keen understanding of our goals and practical realities…”“…advisors are highly professional, knowledgeable and explained the options clearly despite the complexities.”
  • “…an important role in the achievement of our early retirement goals.”“…the realistic blueprint guiding us towards a comfortable retirement.”
  • “…always attentive to my financial goals…”“Choosing a good financial advisor is a matter of trust.”
  • “…indispensable, practical financial advice.”“…earned our trust through extensive knowledge of financial services industry products;”
  • “I highly recommend him as a financial advisor, without reservation.”“…demonstrated nothing but professionalism and a keen understanding…”