Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. 

Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.


Interesting article. We have had dogs most of our married life and although we love our fur-baby we find that dog costs have risen like everything else. We have had Charlie for only four months but have already spent over $5000 even with pet insurance; between medicine, flea and tick prevention, Lyme disease treatment and finally Charlie was diagnosed with a type of arthritis.  Pet owning is a huge financial commitment. Thankfully we have Peter and his fantastic team managing our retirement funds so we can do this, but I shudder thinking what a younger and less prepared family would have faced. But he is worth it! 

C. Wakefield

Peter gave me new and valuable ideas that I have never heard of before that enabled me to live more comfortably and confidently in my retirement. There was a lot that I didn't realize I could do until I changed advisors and started working with Peter. 

B. Mulock

Working with Peter over the years has given us the confidence that we are safe and prepared.  We have a strong plan for when life changes come along and we know that he will be there for us when we need him the most. 

N & J Dexter

I have known Peter for many years and over that time he's constantly given my family the best advice possible and I know that because I have dealt with many advisors, none of which were as bright and knowledgeable as Peter. He's a focused and committed man with a direction that works harder than anyone I have ever met in his line of work. 

J. MacLean