Solutions for your future needs.

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(905) 212-9775


Our Team

We aspire to excel in all we do. We deliver innovative and high quality professional services and products, consistently meeting and exceeding client expectations. Contact us for further details of how we can help you with all your financial planning questions.

Peter Simons, B.A., B.Ed, C.L.U., Investment Advisor
Richard Nicholson, B.A., B.Ed., Financial Consultant
Nicole Simons, B.A., Insurance & Investment broker
Damian Alexander, Wealth Management Advisor
Wes Simons, Manager


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