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Our Mission

We are firm believers that a financial advisor must have the desire to help their clients along with the required skills and knowledge to do so. Our main objective is to develop lasting relationships with our clientele to help them achieve their short- to long-term goals.

Through a variety of solutions we are able to offer a holistic approach to financial management - from investment planning to wealth protection and mortgages.

To us, it is simple, client's needs come first.

Meet the Team

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Mitchell McCormack

H.B.Comm, CIM, RRC, PFP

Owner / Financial Advisor

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J. Daniel Jutai

Business Development

Head of Client Relations