#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

Cathy & Nanette

Support Staff

Cathy Wilson & Nanette Horton