With over 25 years of experience as a Financial Planner in Kitchener-Waterloo, I am able to provide sound, reliable financial planning advice to help you and your family achieve your financial goals.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Watch this video to learn about the exciting features coming soon to your new Personal Financial Website!
8 March, 2019
Saving for the future involves using both RRSPs and TFSAs. View Infographic... Read more
No matter who you are, what you do or how old you are, you have dreams. Maybe you’d like to own a house, have a family, build a bu... Read more
Geoff Hahn has been our financial counsellor for 25+ years. We have found him to be wise, trustworthy, well-informed, mindful of the future, attentive to detail, a good listener, responsive to questions and requests, with a gift for making complex issues intelligible.
Geoff is my financial coach and is the key component in helping me keep my financial plan on track. The service I receive from Geoff is excellent and I know he is available for me whenever I have an inquiry. I am very happy with the performance of my portfolio.