#43 First Street, Orangeville, ON L9W 2E3View on Map »

About Us

As Certified Financial Planners, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Click on any team member below to learn more about them.


Lisa Leblanc, CFP®, EPC



Investment Advisor

Financial Planner, Orangeville Ontario ON, Lisa Leblanc


Lynn Greenwood, CFP®



Investment Advisor

Lynn Greenwood


Debbie Madden, CFP®



Investment Advisor

Debbie Madden


Cathy & Nanette



Support Staff

Cathy Wilson & Nanette Horton