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Focus Areas
- Retirement Income Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Socially Conscious Investing
- Charitable Giving
Personal Interests
- Spending Time with Family
- Cooking
- Soccer
- Golfing
- Board Games
Contact Me
Contact Me
Office Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Monday | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Tuesday | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Wednesday | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Thursday | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Friday | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Monday | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Tuesday | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Wednesday | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Thursday | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Friday | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Fax
(833) 247-4198Branch Team
- Kaitlynd Field
- Branch Office Administrator
Branch Team
Office Address
180 Mary StSuite 9
Port Perry, ON L9L 1C4opens in a new window
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