Contact 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.
How to reach us

Clocks go Forward

Phone: 204-326-9333

Toll-free: 1-888-486-6492

Fax: 204-326-4021

Head office:
178 PTH 12 Unit 6, Steinbach MB R5G 1T7

Winnipeg office:
1-103 Chestnut St, Winnipeg MB R3G 1R4

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Let’s work together

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.