We understand your goals and dreams are as individual as you are.
Who We Are
Whether you’re starting a new family, preparing for retirement, or running a business, we will work with you or your business to build the financial security plan that best fits your needs.
We will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.
After evaluating your needs, investment comfort level and life stage, we will recommend those products and services that best help you achieve these goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, we will help you make sense of your options.
We’re just one phone call away.
Let us introduce ourselves.
What People Are Saying.
“I have been building my portfolio with Kelly for more than 20 years. We started working together when Kelly was in Sudbury, and I followed her to North Bay. I was very young and in an industry that does not offer any type of pension, so I needed help to plan for my future. Kelly has been very informative on my options and my feelings on needing security. She has been a very good listener and takes my needs into consideration when making suggestions on any changes that she feels should be made to my portfolio. I like Kelly’s honesty and integrity with regards to how she deals with me, and now my husband and son in all of our financial needs.
Thank you Kelly for a job well done and your commitment to excellence.”
- Darryl & Liisa Clare
“I have been working with Adam and Kelly for the past 10 years on the advice of my mother who has dealt with them for 10 years previous to that. I believe they provided my mother with very sound advice and financial strategies that helped her grow her retirement income and estate value. Upon my “retirement” from the company I worked at for over 26 years I turned to Adam and Kelly to help direct me on my investment strategy. Although the markets went into a tailspin in 2008 my investments to present have consistently outperformed the markets. Adam and Kelly were also able to provide strategies and solutions that helped my portfolio grow during this economic hardship.
I would recommend Adam and Kelly to anyone (and I have) to help create an investment strategy and to help you execute it, whether it be for a short-term goal or a long-term retirement goal. They have the ability to make the complex financial marketplace easier to understand so that anyone can invest in their future.”
- John Weber, Northern Ontario Account Executive for an IT Company
“Thank you. I am so happy you have come into our lives. You help us be smarter, more informed women enabling us to take care of ourselves in a healthy way. You give us confidence and knowledge and we absolutely love it, Kelly. Many thanks for enabling us to be strong and independent people. We will pass it forward. We promise.”
- Karen & Kelly
“Over the years, Donna and I have had to take a long, hard look at where we wanted to be in our retirement years. Owning your own business has many perks but can also come with an insecure retirement plan. We had both started saving towards that goal but somehow seemed to get lost along the way and did not have a specific plan for our financial future. After our initial meeting with you, we both realized that you "get it" and have a good idea of what we are trying to achieve with our retirement plans. You listened to us and our retirement goals and put together a plan that actually works for us.
With our relationship with you secured, Donna and I felt that we finally had the confidence to relax a little and continue to work towards our retirement without so much stress and uncertainty. It is an absolute pleasure seeing our financial position grow each year and we both feel confident that together with you we will be "Freedom 55" and "Freedom 61".We want you to know that you may feel free to use us as a reference with respect to any other clients who may have any questions or concerns they may have in choosing a Financial Advisor. We would be happy to pass onto them our feeling of satisfaction and the newfound optimism that you have provided us.”
- Donna Clarke and Paul Hunda, Herbal Health & Beauty Ltd.
