Forget the cookie-cutter solutions offered by the big financial firms. We offer a boutique firm environment, but with investment options as unlimited as the markets provide. An unlimited selection means unlimited opportunity for investment growth. Our goal is not simply to perform well compared to our peers: our goal is to outperform our peers all the while providing you with peace of mind.
– Bachelors of Commerce, Honors
– Certified Financial Planner Designation
– Registered Retirement Consultant
– Canadian Securities Course
– Conducts and Practices Course
– Certification in Financial Planning
– Life License
– Accident and Sickness License
– Wealth Management Essentials
Martin Cloutier – B.Comm (Hons.), CFP, RRC – Senior Investment Advisor, holds a Bachelor of Commerce degree (Hons), is a Certified Financial Planner, and a Registered Retirement Consultant.
Get In Touch
If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.