ABOUT US

We are a team of financial professionals that help our clients execute their financial plan.  Understanding what you have and where you want to be is the foundation of our planning.  We listen to your story and help you build a plan that you understand and fits your life journey. Our team has over 65 years of experience helping clients reach their financial goals and protecting their families and businesses.

 

WE CREATE PLANS THAT ARE

SIMPLE

FLEXIBLE

RELIABLE

 

YOUR TEAM

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MIKE MURPHY

CFP, CLU, CH.F.C.
Financial Planner

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SEAN MURPHY

CFP
Financial Planner

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REBECCA MURPHY

ACS, AIAA
Licensed Associate

 

STRATEGIC PARTNERS

We source the best experts to help you while developing your financial plan

LAWYERS

ACCOUNTANTS

MORTGAGE BROKERS

REAL ESTATE AGENTS

 

COMPANIES WE WORK WITH

We source the best products for your plan from different institutions including

Canada Life Logo
Quadrus Logo
Manulife Logo
Canada Protection Plan Logo
IA Financial Group Logo
Empire Life Logo
Royal Bank of Canada Logo
Sun Life Financial Logo
BMO Logo
TD Bank Logo
 

CONTACT US

1465 Pickering Pkwy, Pickering, ON L1V 7G7

647-921-9026