Toll Free: (800) 461-0150
Fax: (705) 268-7798
Helping our clients experience financial security through informed decision making.
We deliver valuable, customized wealth management solutions for select businesses, individuals and their families by building long-term, trusted relationships.
- We offer you comprehensive, customized wealth management planning
- Construct portfolios that meet your return objectives while managing your personal level of risk, and achieving your optimal asset allocation
- Integrate the expertise of tax, legal and estate planning professionals to assist you in achieving your overall financial plan
Jim Walker, Investment Advisor (705) 268-7508
Jim has been in the investment industry for the past 20 years, and is a graduate of the University of Western Ontario. He is a past member of the Advisory Counsel to Management and specializes in Professional Asset Management, Personalized Retirement Planning and Insurance Solutions. He is married to his wife, Tanya and has two daughters, Elliot and Paitra.
Tracy Legasy, Investment Advisor Assistant (705) 268-7516
Tracy has been in the financial services industry for 18 years. Her administrative acumen ensures clients receive prompt and professional service. Tracy is married to her husband, Joel and has two daughters, Sydney and Emily.