Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
21 February, 2017
Anyone who has a loved one with a disability knows how important it is to plan their financial future. Having options and a solid ... Read More
11 January, 2017
If your loved one has a disability, you’ve likely been looking into the financial help that’s available to him or her. In Canada, ... Read More
You visited my house 2 weeks ago to speak to my brother and I about RDSPs. I received my letter from Mackenzie Investments on Tuesday, and wanted to thank you. I had read up a little on RDSPs before, and another planner had explained them to us as well, but you did so in a way that really made it clear to me. I had previously been undecided on whether or not to invest in RDSPs, and after listening to you it was clear that it was what I wanted to do. Thank you.
We appreciate the info Ken provided to promote the Registered Disability Savings Plan to many families of campers with special needs. All parents want to know that their child will have a financially secure future, and that with RDSPs there can be additional income later in life.