With so many options for advice and products available, it can sometimes be overwhelming to choose the best path for yourself. We help to evaluate your needs, investigate solutions and implement strategies. Friendly and prompt professional service is what our clients most appreciate about our team.
With an extensive education in finance, economics and marketing from the Universities of Windsor and Western Ontario, along with Georgian College, Rod was destined to a career in financial services. The varied part-time jobs along the way also helped him to relate to the many different personalities of clients and co-workers.
With an extensive education in finance, economics and marketing from the Universities of Windsor and Western Ontario, along with Georgian College, Rod was destined to a career in financial services. The varied part-time jobs along the way also helped him to relate to the many different personalities of clients and co-workers.
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