Looking to set realistic financial expectations for myself as well as improving my financial literacy in general, I had first connected with Anthony earlier last year following a wealth building webinar he hosted. I wouldn’t consider myself the most well versed when it comes to personal finance, and so planning my financial future on my own was scary. I reached out to Anthony who first, took the complexity out of financial principles and put them into a narrative that was graspable and easy to understand. He created a strategic plan for me, but before that, made sure to ask what was meaningful to me as he wanted to understand my views on money and life before understanding my goals.

Working with Anthony and his team has been a great experience. They took the time to understand our financial situation and our goals, they educated us on options and helped us build a plan. After initial set up, the whole team continually stays in touch to assess our satisfaction, and works with us on adjustments needed to our plans and today, our son can attend post secondary school without taking our any student loans. I highly recommend working with this group - the personal touch, and their genuine concern are an invaluable asset to your personal finances.

For the last 10 years Anthony has been providing my family sound planning apart from being a trusted friend. I will not hesitate recommending him to anybody who needs direction in terms of their finance. Thank you for all you do and we wish you more success!

I thought the recipe to building wealth was all about getting a great return on my investments until I saw this video. It forced me to look at my finances on a wholistic level and gave me specific timelines to follow.

Former Business Partner Leo was my mentor a year ago when I was part of the firm. In my experience with him I learned more than I expected to in the span of a few months. He is a great leader who is highly knowledgable and respected by his clients and coworkers. Leo taught me all I know about financial needs and decisions from investing to mutual funds. He is highly organized and reliable. It was a pleasure working with him. I recommend Leo to anyone as he is a great mentor and financial advisor. Leo is professional and greatly experienced in the business and finance sector. He handles all my questions and inquiries with transparency which is very rare these days. I would recommend him to everyone.

I've known Anthony and Ginette over the years and what I like about these couple is their undying dedication and love to help families not only people from our community but to everybody. I admire their values and integrity, truthful and always act with fairness all the time.