

Focus Areas
- Retirement income strategies
- Estate and legacy strategies
- Wealth strategies
- Wealth protection strategies
- Education savings strategies
- Business owner considerations
Team Members
- Lily MiorBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed for Holiday |
Sun | Closed for Holiday |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed for Holiday |
Sun | Closed for Holiday |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(905) 857-0874Fax
(877) 335-8753Office Address
22 Simona DrUnit 8
Bolton, ON L7E 4E9opens 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