BONNIE BARNES-TRACEY

After we establish a plan that supports your financial wants and needs, we simplify things for you so you're able to focus on what's important in life. We understand that our most important job is to ensure that what you have is well protected and what you want is at the forefront of what we do... As Investment Advisors, we know that the only thing that matters is managing your wealth in a way that benefits your life: your wants, your needs, and ultimately, your life goals. This team has been carefully crafted to ensure that we can help you stay on track and, most importantly, feeling good about your investments... We are committed to providing information you may find useful in building your business - whether it's who you can trust to manage your investments, or the latest tax insights for your clients. We appreciate our business relationship, and would like to continue to provide you with information, which may include e-newsletters, event invitations, and other commercial..

Primary location: Canada