Focus Areas

  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Education Savings Strategies

Personal Interests

  • Community Outreach
  • Sports Enthusiast
  • Health & Nutrition

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 09:00AM - 06:00PM
Tuesday 09:00AM - 06:00PM
Wednesday 09:00AM - 06:00PM
Thursday 09:00AM - 06:00PM
Friday 09:00AM - 06:00PM
Saturday 12:00PM - 05:00PM
Sunday 12:00PM - 05:00PM

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(877) 629-0728

Branch Team

  • Peggy Lockie
    Sr. Branch Office Administrator
  • Katherine Watford
    Branch Office Administrator

Office Address

15160 Yonge Street
Suite 1
Aurora, ON L4G 1M2
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