Life is filled with Financial Decisions.
We help you make the right ones.
We educate and help guide you in making intelligent financial decisions through life’s major milestones—from getting married and starting a family, to budgeting and making major purchases, to career and income transitions, to preparing for retirement and beyond.


About Us
After an 11-year career in law enforcement, I decided to take my skills and passion to serve and protect to the financial services industry. Working with families to help them make smart decisions with their money, become debt-free, properly protected and financially independent was a natural fit.
Taking an education-first approach with every client, I enjoy bringing simplicity to often complicated financial concepts. I believe in doing what is right for every individual and family, going beyond the numbers to make sure you feel empowered and confident in your decisions.
I work both virtually and in-person with clients across Ontario to help them navigate through big life changes and reach their goals. I hope you’ll reach out so we can talk and see how I can help you achieve freedom in your finances!
– Peter
Free Resources
The Financial House – Video
How strong is your Financial House? Watch this video to learn how you can build a rock solid financial house for those who are most important to you!
Want to Dive Deeper?
Learn the 7 Steps to Create a Clear Financial Vision
4 Steps to a Successful Spending Plan – Video
Watch this video and download the free spreadsheet below to start your own spending plan!
E-Books, Guides, and More Tools
The videos above are simple in theory, but they are so much more powerful in application. Take action for your financial future with these additional resources.
How Money Works [FREE E-BOOK]
Budgeting Worksheet [FREE TOOL]
Figure Out Your FIN [FREE CONSULT]
Imagine being so financially liberated that you never had to work another day in your life? How much money would you need? How long would that take? We can help you calculate your Financial Independence Number (FIN)!
Life Insurance Calculator [FREE QUOTE]
Schedule your complimentary appointment to discover the plan that’s best for you and receive a no obligation quote. It’s a quick and easy way to take the first step toward ensuring financial stability for your loved ones.
Marriage and Money [FREE GUIDE]
Your Money is Personal...
Your financial program should be, too. We will be by your side to create a customized, actionable financial game plan, set up systems to make your life easier and help you reach your goals in life FASTER.
Schedule your Free, No Obligation Consultation
Services
Retirement & Investing

Life Insurance
You are your family’s most valuable asset, which makes life insurance the foundation of your financial house. We proudly offer term life insurance, giving families the coverage they need at a price they can afford.

Mortgages
Whether you’re a first-time homebuyer, looking to renew or refinance your mortgage, or purchase a vacation property, let us simplify the whole process of getting the right mortgage for you! We work for you, not the banks, and provide unbiased guidance in your mortgage decision. We work with over 60 lenders (some offered exclusively through brokers) so you have the choice, convenience and great counsel that you deserve!
Small Business Solutions
Whether you’re looking for a group health benefits and/or savings programs for your employees, or an individual retirement plan for you—the owner, we can help! We’ll guide you through the process of selecting the program options best suited for your business to attract and retain key team members, while also securing your own financial future.

Workshops & Webinars
We believe that financial success begins with education—because when you know better, you can do better! We can provide FREE financial workshops at your company, school, church or organization and cover a variety of topics.
Join the Team
Are you looking for more freedom and flexibility in your career? Or are you looking to earn some extra income part‐time?
Check out this video to learn more about how you can start a professional business that changes people’s lives financially.
or Book a Call to discuss opportunities
Testimonials
Testimonials