Â
Planning Your Future With Vision
We are committed to helping you plan with personalized service and vision. Our advisors take the time to get to know you. We help you visualize and clearly define your financial goals. We then help you discover the practical steps to get you there!
Your Taxes
We are here to help you navigate tax season.
Our tax experts will professionally prepare your tax returns and work to accurately and quickly file your 2019 personal or small business tax return.
Our Services
-
​Professional Investment Advice & Management Services
-
Comprehensive Financial Planning
-
Life, Travel Insurance, and Group Insurance Plans
-
Expert Tax Preparation
-
Small Business Bookkeeping
​
Need more details? Contact us
We are here to assist. Contact us by phone, email or via our social media channels.
OFFICE HOURS:
Monday-Friday: 9:00 am - 4:30 pm
Saturday: CLOSED
Sunday: CLOSED
​
TAX SEASON OFFICE HOURS:
March 1st - April 30th
Monday-Friday: 8:30 am - 5:00 pm
Saturday: 10:00 am - 2:00 pm
Sunday: CLOSED
130 St. Patrick St. W.
Fergus, ON N1M 1L5
519-787-2324
Â