PLAN ~ INVEST ~ RETIRE 

I just wanted to thank you for being a great financial advisor for the last few years without all your work, I would not be able to retire next year. I appreciate you as a person and all the advice and wisdom as a finance advisor.

- Doctor Nearly Retired  -

Michele has been a tremendous support in helping my Mother transition to assisted living from her beloved home in Owen Sound. Michele has been very responsive and efficient in administering the necessary changes in my Mom's financial arrangements. Most importantly, Michele's well tailored approach to financial planning has grown and protected my Mom's investments which now ensures security of income for her needs as a senior, even in these challenging market conditions.

- Mr. Power of Attorney -

I have been a client of Michele’s since 2006 and would recommend her to a friend who is seeking the services of a financial planner. She explains financial happenings in way that is easy to understand, and works hard to ensure that a client’s financial worth continues to grow. Michele is enthusiastic, easy to talk to and keeps her clients’ best interests in mind.  

- Mrs. Retired Teacher -

I just wanted to thank you for being a great financial advisor for the last few years without all your work, I would not be able to retire next year. I appreciate you as a person and all the advice and wisdom as a finance advisor.

- Doctor Nearly Retired  -