Where are you located?


Our office is located on 14 George Street North, Brampton, ON L6X 1R2. It is in Downtown Brampton, 1 block West of Main and 1 block North of Queen.



Where can I park and how much does it cost?


Parking can be found at the Nelson Square Parking Garage. It is across the street from our office. The first hour is free and we do have complimentary parking vouchers for your use when needed.



I have a meeting, what should I bring?


We look forward to meeting with you. Please ensure to bring any items, statements, etc. which you wish to discuss. Anything that might impact your financial future, we'll help you sort through and make sense of to create a wholistic strategic plan for your finances. Some examples may include:

  • Investment Account Statements (RRSP, TFSA, RESP, Group Plan through work, etc.).
  • Notice of Assessment from the CRA (Canada Revenue Agency).
  • Insurance Policy Statements (Life, Disability, Critical Illness, etc.).
  • Mortgage/Credit Card/Loan Statements (if appropriate).
  • Anything else you may wish to discuss.