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Questions & Client Service

We are a fully virtual office, supporting clients all throughout Canada with your Financial Planning, Insurance, and Wealth Building needs.

Christina Chreptak

Director of Client Experience and Operations

Office: 905-829-4984

Book an Initial 30-minute call online:

Jennifer Jacobs - CFP, CLU, CHS, EPC

Managing Partner

Cell: 647-298-5366

Heidi Rumohr - CCS, CHS, EPC

Senior Partner

Cell: 647-405-6737

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Send us a message:

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