The Road to
Financial Freedom.
Let's Talk

What does financial freedom
mean to you? Let's sit down
and pave the way.

Steven Switzer
Portfolio Manager
Fort Saskatchewan, AB

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

We've known Steve for close to 12 years and in that time he's gone over and above our expectations. We learned that not only does he have a vast knowledge of financial planning, he also great insight into other business related factors, such as tax guidelines, that positively impact your plan.

We are 100% confident in Steve's ability to handle our finances and appreciate how well he's done to match a plan to our life situation. As a result, we've been able to enter into our retirement phase 5 years earlier than expected.

Steve stays on top of things and we appreciate all the time he dedicates in all areas of our portfolio. He is a pleasure to work with. We don't ever regret moving our financial portfolio for him to handle... the only regret is not doing it sooner.
Dave & Gail, Retired