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Investment Planning

Whatever your investment needs are, we can help create a plan that helps you meet your goals.

Personal Investment Planning

Our expert professionals will help you build the plan that’s right for you. From helping define your investment objectives, to researching options and monitoring market trends, our team will guide you every step of the way. We can assist you with: 

  • Tax-advantaged Planning1
  • Long-term wealth accumulation
  • Innovative insurance solutions
  • Estate planning2
  • Personal and business retirement planning
  • Education finance strategies

Business Investment Planning

Whether you are saving to grow your business or to make a specific purchase such as new equipment, our team of experts can help you create a personalized plan that seeks to maximize your returns consistent with your risk tolerance. We can assist you with:

  • Asset allocation
  • Tax-advantaged investing1
  • Long-term wealth accumulation
  • Innovative insurance solutions
  • Retirement benefit planning

Contact us today to schedule a comprehensive review of your financial situation with a member of our Financial Services Team.

1 We do not provide tax advice. Consult your tax advisor
2 We do not provide legal or tax advice. Consult your legal and/or tax advisor

Dennis KinghornOur Team

Let us help you develop a sensible investment approach that matches your unique situation.

Meet our team

A young mother on the phone with her child in her lap.Contact Us

Need to get in touch? We are here to answer any questions you have about our products and services.

Contact Us Financial Services