facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

About Us

You know how you want your future to look. Our job is to get you there.

Our clients come to us with a range of needs.

Our job is to understand each person and their goals in order to create a customized solution. 

We have a lifetime of experience and a full range of investment and insurance products to draw upon.

The decision is up to you, the challenge is up to us.



Our Standard of Care

As Investment Advisors, we are legally and morally bound by a code of ethics requiring the highest obligation of care, good faith and trust.  In short, to always act in our clients' best interest.

Our relationship with Manulife Securities Incorporated is very different from other companies.

We work independent of proprietary products, sales quotas or other conflicts of interest that may influence advisors at other firms.

Our commitment is solely to our clients. We are dedicated to serving their needs in a comprehensive and personalized manner.

*For more information on Manulife Securities review the current financial strength fact sheet.