Contact

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

Heather Padfield, CFP®, CLU, EPC, CEA
Certified Financial Planner®
Chartered Life Underwriter
Elder Planning Counsellor
Matt Harvey, B.Sc., CFP®, CLU
Certified Financial Planner®
Chartered Life Underwriter
Elder Planning Counsellor

Client Service Centre: 1-877-566-5433

Office location

322 Lambton St
Kincardine, ON
N2Z 1Y9