Helping healthcare professionals their unique needs

What Clients Say

“When we sold our business in 2014 we had many questions related to taxes as well as how to protect and grow our wealth. Brent was very helpful in addressing our fears and concerns about investing in the markets. Brent and his team took the time to look at all of our financial matters and because of their specific advice it’s projected they will save us approximately a million dollars in taxes over the next 25 years.”

– J.S.B

“When I left my job to start my own business I no longer had the medical and life insurance coverage that my previous employer provided. With the help of Brent and Zenon we were able to look at the various options to provide my family with the necessary coverage I required as well as an affordable group plan for me and my co-workers. I have worked with Brent for over 15 years and have found him to be honest and helpful with all of my financial questions.”

– S.T

“Working full-time and running my farm has made it difficult for me to manage my finances and keep up to date on the different investment accounts like RRSPs, TFSAs, RESPs, as well as the different insurance options available to protect my livelihood and family. I have been working with Brent for almost 10 years and have found him honest, accessible, and helpful in addressing my financial goals.”

– D.M

“With me working full time and my husband managing his dental practice, as well as spending time with our growing family, we are both extremely busy. Consequently, we don’t have the time to research and plan all of our financial goals. We have been working with Brent for close to 10 years and have found his honest and proactive approach of great benefit in addressing our goals.”

– L.C.K

“I have been retired for almost 10 years and have come to rely on Brent and Rick's advice for all of my retirement income and tax related questions. Brent and Rick have been instrumental in helping me to determine the best way to optimize my CPP and OAS income as well as minimizing my overall taxes.”

– K.R

“Brent is professional, personable, and trustworthy. His impressive knowledge base and dedication to his clients and work is admirable. Brent will go above and beyond to ensure that clients are informed, engaged, secure and satisfied. A true asset to anyone’s financial planning.”

– S.H.