Independent and unbiased, I draw on my years of business, personal and advisory experience, complemented by the expertise of our well known tier one solutions providers, to help identify and match your financial goals, investment time horizon, and risk tolerance to the most appropriate financial solutions for your individual circumstances.
A Personalized Approach to Your Financial Needs
As an individual, family, business owner, charity or foundation, you have access to a much wider range of investment, income and estate planning solutions than at a bank or any single financial institution. Visit any of the pages on the menu bar to find out more about your options and areas of interest.
Consultations are complementary - by phone, web conference, or in person, depending on your schedule and location. Licensed by the Financial Services Commission of Ontario.
Contact us and tell us about yourself.
“I have had the privilege of serving Tim as business solutions provider for many years and now enjoy the wisdom of all his collective years in business and in life, particularly on how to achieve true financial freedom. Tim has provided me with the opportunity to learn what true professionalism looks like in action. His guidance has been invaluable and is rooted in him being an exemplar of what he teaches and advises first. His disciplined and practical approach to finance and life has created immense trust between us where I am now confident to continue on a path that will ensure the continued financial stability and freedom I now enjoy. If you are serious and passionate about your life and your financial well-being then look no further than Tim. He is, without reservation, a true Master and incredible Guide. I feel very blessed to have Tim in my corner!”
Greg Magennis, Founder & CEO Axiom HRD