

Focus Areas
- Wealth protection strategies
- Estate and legacy strategies
- Retirement savings strategies
- Special needs financial considerations
- Business owner considerations
- Charitable giving
Personal Interests
- Personal Fitness
- Home Improvement
- Art & Theater
- Movies & Entertainment
- Technology
Team Members
- Jason KennedyBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:30AM - 04:30PM |
Mon | 09:30AM - 04:30PM |
Tue | 09:30AM - 04:30PM |
Tue | 09:30AM - 04:30PM |
Wed | 09:30AM - 04:30PM |
Wed | 09:30AM - 04:30PM |
Thu | 09:30AM - 04:30PM |
Thu | 09:30AM - 04:30PM |
Fri | 09:30AM - 04:30PM |
Fri | 09:30AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:30AM - 04:30PM |
Mon | 09:30AM - 04:30PM |
Tue | 09:30AM - 04:30PM |
Tue | 09:30AM - 04:30PM |
Wed | 09:30AM - 04:30PM |
Wed | 09:30AM - 04:30PM |
Thu | 09:30AM - 04:30PM |
Thu | 09:30AM - 04:30PM |
Fri | 09:30AM - 04:30PM |
Fri | 09:30AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(519) 823-9612Fax
(866) 479-7337Office Address
672 Woolwich StreetGuelph, ON N1H 3Z1opens in a new window
More to explore

Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More