Contact

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

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

Client Service Centre: 1-888-252-1847

Office location

322 Lambton St
Kincardine, ON
N2Z 1Y9