Flexcare, FollowMe Health         Association Health & Dental        Travel Insurance

PLEASE BE ADVISED. OFFICE IS CLOSED FOR WALK -INS.

APPOINTMENT ONLY. 

Meet the Team ! Our family is growing so we can help yours. 

Left: Katlin Wyatt -  BA, IA. Second Left: Elaine Kelly- MBA, CFP, FCSI 

Second to Right: David Wyatt BA, B.Comm, CFP  Right: Terry Wyatt Executive Assistant

 Not Shown: Diana Kancko- Executive Assistant. 

"Listen to advice and accept instruction and in the end you will be wise”
Proverbs 19:20

Planning for the Future 

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

Building a Foundation

We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security.