Meet the Team

Collaborating with an independent and experienced financial advisor offers you access to professional and unbiased advice, personalized service tailored to your unique needs, and a commitment to addressing your specific concerns and future goals.

We operate with a focus on trust, reliability, empathy, prudence, and innovation. Our dedication lies in making a positive impact on our clients' lives and securing their financial futures. Upholding respect and confidentiality, we prioritize your goals and concerns, working solely for your benefit. With a breadth of expertise and a wide range of products and services, we are equipped to cater to your individual needs.

Brent Misener.
Brent Misener, CFP®
Senior Financial Advisor
Richard Lefrancois
Richard Lefrancois
Administrative Assistant

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.


When one door closes another door opens; but we so often look so long and so regretfully upon the closed door, that we do not see the ones which open for us.
Alexander Graham Bell, Inventor of the Telephone