Contact

Please contact us to meet and discuss your financial goals and needs.

Matt Harvey, B.Sc. CFP, CLU, EPC
Certified Financial Planner
Chartered Life Underwriter
Elder Planning Counsellor
Office:
519-396-7224
Fax:
519-396-7656
Toll Free:
1-866-496-7224
Heather Padfield, CFP, CLU, EPC
Certified Financial Planner
Chartered Life Underwriter
Elder Planning Counsellor
Cell:
519-832-8768

Client Service Centre: 1-877-566-5433

Office location

Quinn Plaza - 947 Queen Street
Kincardine, ON
N2Z 2Y2