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
Heather Padfield, CFP®, CLU, EPC
Certified Financial Planner®
Chartered Life Underwriter
Elder Planning Counsellor

Client Service Centre: 1-877-566-5433

Office location

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