About Us

We have no comparative advantage over other firms like ours. We make no big promises and sell many of the same products you will find down the street. Instead, we believe managing your money is about a relationship.

Who We Are

Naomi Peters

Client support is more than just picking up the phone, it’s taking your problem and solving it. I enjoy receiving complex plans, fleshing them out, and implementing them from start to finish. I build processes to ensure your requests are handled efficiently and always go above and beyond to make your experience as pleasant as possible.

T: 204-326-9333
F. 204-957-5337
E: [email protected]

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You deserve to hear an objective second opinion about your finances from a friend you can trust. We hope you will consider us that friend. Fill out our contact form, and we will reach out to you soon.