“I’ve known Dave for over twenty years. He is one of the best in the business.”
Jim Anas, Past President, Jumbo Entertainment Inc.
Burlington
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What a Financial Advisor can do for you?
Our Company
We are dedicated to providing investment management and strategic wealth planning to business owners, professionals, retirees and their families. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm with over 30 years experience, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results that are specifically tailored for you.
What Sets Us Apart
We use Proprietary Analysis which is an active multi-level analysis strategy with a risk management overlay. It is based on the fact that MONEY FLOW impacts SUPPLY & DEMAND which drives PRICE ACTION which determines RELATIVE STRENGTH. Using this analysis we are able to identify the strongest sectors of the market and the strongest investments in each of those sectors so that our clients are always invested in strength.
Our Accreditations
Sterling Mutuals Inc. Finanical Planners Standards Council (FPSC) Advocis
