Your Financial Planners, Lawrence (Laurie) Winters, Lorea DeClercq and Michael Winters have combined investment and planning experience of over 55 years. We work as a team and all hold the Certified Financial Planner® designations. Generally, Lorea and Michael are the primary financial planners as Laurie Winters is semi-retired. Hitesh Morar is the Associate Financial Planner and Megan Garson is the Executive Associate.
We offer our clients a range of financial planning and wealth management services. We have expertise in all aspects of wealth management including, financial management, income tax, insurance & estate planning*, family trusts, and divorce financial planning.
We are committed to providing our clients with personalized, comprehensive financial planning services, and work to enhance the quality of our clients' lives by helping them simplify and organize their financial affairs. Our objective is to develop long-term relationships with clients as well as our clients' families, friends and associates.
*Michael Winters provides insurance products and services through Assante Estate and Insurance Services Inc.