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We Make Wealth
Creation Simple

Informed financial decisions to reach your goals

Learn More

- Peace of Mind - 

"It's not a matter of if we have a market correction, it's a matter of when. It's  important to have a portfolio that will be able to weather the storm. You work hard for your money. Your money should work hard for you."

John Rahey  
Senior Financial Consultant, Manulife Wealth Inc.
  Wealth Creation Made Simple

Our Philosophy

You can't change the financial decisions you've made in the past but you can change the financial decisions you make in the future. We make wealth creation simple by making sure our clients have all the information so they can make better informed financial decisions to reach their goals. We are a full service financial advisory office offering simple solutions for today's complex financial problems. We operate using an independent model meaning we have access to the best products from many Fund companies, Banks, and Insurance companies. This independence ensures our clients receive unbiased advice. When you choose to work with us you will have peace of mind knowing you have someone else monitoring your financial progress and focused on helping you achieve your financial goals.

Our Process

chart describing Wealth Creation Made Simple's process

Gather information → Gage where you are → Define where you want to go → Identify opportunities → Develop a strategy and plan