We are proud of the fact that our success is dependent on the success of our clients, who come from a wide range of professions, including business owners, retirees, professionals and families.
Most of our new clients are referred to us by existing clients, local accountants and lawyers. We believe this only comes from earning their trust and confidence.
that life is better when you are prepared-
Rob Bauml, CFP, BSPE
"We believe your success is our success."
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Robert Dunlop, CFP
We believe sleeping soundly at night is the best return we can give you.
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Jodi Koenig
We believe our job is to care about your family and your future.
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Greg Mussenden, CFP, R.F.P.
We believe the best advice is simple advice that you can understand.
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Dean Barnard
We believe in helping our clients make informed decisions.
Mutual funds are offered through Summit Financial/Manulife Securities Investment Services Inc. Insurance and Financial Planning are offered through Summit Financial Planners Inc.