ABOUT US

ABOUT US

OUR GOAL
Real life client situations and experiences have put us in a position to find solid and practical outcomes for our clients. Our goal is to strive to find a solution for you!

OUR MISSION
To offer a wide range of insurance and investment products and services that can benefit your financial situation.

OUR SERVICES
Our services range from start-up savings plans to advanced wealth management and estate planning solutions.  We have access to a wide range of investment and insurance products and can offer financial security planning advice that can benefit your specific situation.

MEET OUR TEAM

JOHN FISCHER CIM, CPCA, CAFA

Financial Advisor
"After 20 years working in the agriculture industry, I made a major career change by moving into the financial services sector. For the past 15 years, I have been providing clients with a wide breadth of investment, retirement and insurance knowledge. Listening to and understanding clients financial issues and concerns and implementing strategies to overcome these financial problems is a key component in my client-advisor role."

ERIN HOWARD

Licensed Assistant
"I have been working with John for over 7 years and have over 20 years experience in Customer Service and Administration. This experience allows me to focus on providing a superb client experience. My expertise ensures we continually strive to exceed all of our client's expectations. I obtained my Mutual Fund License in 2013 for the province of Ontario.

For a Complimentary Financial Review, Contact Us Today.

705-726-7526 Email Us

TESTIMONIALS

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"John has helped me many times over the years with different issues, the latest one being Life Insurance for property that I purchased. He is very professional and easy to work with. Give John the opportunity to help you as well."

-Max S.
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"We are confident and very satisfied with the investment products and advice John has given us. His knowledge and service provided are excellent!"

- Stewart and Lynne
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"Over the past 14 years, we have entrusted our finances with John. We are confident in his knowledge and ability to provide sound financial solutions. John listens to our needs and provides a personal and customized strategy for our family."

- Adrian and Janet V.
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