Steve Hillier, CFP®, CIM
Certified Financial Planner
Steve has three major areas of service that he provides: Retirement Income Planning and Estate Planning to Pre-Retired and Retired Clients. Complete Financial Planning to families who want to pay off ...
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Associate Advisor
With a background in both investing and lending from his time as a Financial Advisor at a major Canadian bank in Lanark County, Joe sees opportunities for savings and efficiencies in both his clients ...
Read more Tammy Visser, RDA
Administrative Assistant
For more than 20 years I have trusted Steve to execute my family’s financial plan. When the opportunity arose to join Steve, I was honoured to join their team of dedicated professionals. Since joining...
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