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It’s been 50 years since we opened our doors to the education community and their families. Since then, our services have evolved, but our dedication to helping you achieve your financial goals has remained the same.
Many growing families struggle to pay off debt and build savings at the same time. See how Shannon’s advice helped one family accomplish both.
Sound familiar? We can help.
Talk to a SpecialistWhile Millennials struggle in today’s hot housing market, see how Graham found a way to help his client get a foot in the door.
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Talk to a SpecialistFinances can be overwhelming;
but with Lisa’s guidance, this client never felt alone in her financial path.
Sound familiar? We can help.
Talk to a SpecialistSound Familiar? We can help.
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Edward (Ed) Gougeon
Ottawa Region
Kader Sirpe
Ottawa and Northern Ontario
Phil Blouin
Barrie
Alex Mazzonello
Head Office
Eric Krivchyonok
York Region
Jim Wanamaker
London, Thames Valley
Michael Graves
Kingston, Belleville
Nick Rao
Toronto and York Region
Alana Gould
Nadeen Israel
Waterloo, Avon-Maitland
Darryl Martella
Ottawa Region
Mychelle Dacumos
Head Office
Corrinne Mallender
Greater Essex, Lambton-Kent
Jessica Dadswell
Central West and North East Ontario
Matthew Dang
Durham and Trillium Lakelands
Dennis Rojas
Head Office
Naji Zourob
Ottawa and Northern Ontario
Shannon Lamont
Guelph, Orangeville, Bluewater
Sameh Girgis
Toronto
Adam Brown
Greater Essex and Lambton-KentWe're all over Ontario, start a conversation with a Financial Specialist in your area.
