We would like to take this opportunity to express thanks and gratitude to our associates, staff, partners and our families for the wonderful year we had, and we look forward to the great year we will have in 2024. All the best in good health and prosperity!
We gathered to celebrate 2023 on December 15th with advisors, spouses and our business partners. We look forward to a joyful holiday and a successful & prosperous 2024. Thank you everyone for your support!
We were happy to have a day of learning with presentations from Capintel, Fidelity and BMO participating in our quarterly offsite meeting on April 5th. Thank you to all presenters for making it a super educational day!
After a 2-year hiatus the Hamilton Police Association hosted a Wellness Expo to highlight the need and effectiveness of all around wellness. It was a pleasure and privilege to participate with our associates, Sashia Veerman and Tara Downs, both from the Greater Hamilton Area. Both are accredited advisors and approved vendors of the Association. It was a wonderful & positive day, our many thanks go to the Association for enabling us to showcase our agency and our way of empowering our clients towards overall financial wellness.