Preserving Wealth & Well Being

Financial Planning is not only about preserving your wealth, it is about your well-being. You are your greatest asset so making sure you are protected is our top priority.

Clarity today; Confidence tomorrow

Unlike the big guys our comprehensive financial plans are catered specifically to you and your goals. We want you to feel confident that your future will be secure.

Jamie Bulnes LLB, BA, CFP

Jamie Bulnes LLB, BA, CFP

President and Senior Executive Financial Planner

 

Not only is Jamie a trusted Certified Financial Planner, but he was educated as a lawyer and earned his Juris Doctor from the University of Victoria and his Bachelor of Arts in political science from the U of T.  Jamie joined the Ontario Securities Commission (OSC) as investigation council in the enforcement division. Jamie quickly became a highly regarded Senior Regulatory Consultant in Legal and compliance capacities at various investment dealers before joining IIROC as Director, Member Regulation Policy, which is the Investment Industry Regulatory Organization of Canada.  Jamie went on to become a trusted investment advisor that is often sought out and consulted on investment portfolios…… (read more here)

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Plan

What we do

Build

Protect

We build written comprehensive financial plans for Doctors, Dentists and Business Owners. See More Here.

Financial Planning is about more than just good advice and investment returns. It is about providing guidance that you can trust.

Dinner Seminars

Are you a Doctor, Dentist or Business Owner? Reserve your seat at our next dinner seminar or go on the waiting list.