165 Sherbrooke Street, Suite 5, Peterborough, ON K9J 2N2

(705) 743-0046



“I started investing as a teenager with Bill and his team. They have been with me at every major turn in my life making sure that my wealth plan is always being adapted to what is going on in my life. I know that both my short term and long term goals are going to be met”
– David