Creating Clarity
Our Process
How We've Helped
Clarity, Simplicity & Wellbeing
Our History
Our Team
In the Community
Success Stories
By Phone or in Person
About the Team
Peter Andreana
Stuart Small
Anita Fair
Lori Latvala
Taylor Gray
Laura Andreana
Lise Andreana
Thomas Sears
Community Involvement
  • I am currently retired or will retire within five years
  • I want my investments to last as long as I do
  • I want a professional managing my investments so I can relax and enjoy my retirement years
  • I have investable assets between $250,000 and $2 million
We understand your retirement goals


Do you have questions and concerns about retirement?  If you do, you aren’t alone. Canadians are now living longer and their money has to sustain them through their retirement years. Many people worry if they have enough money to last through that time.

With our help, many people just like you are learning how to protect their financial security.  You deserve to work with someone who has expertise, experience and empathy as you approach this significant life stage.

Our Retirement Success Continuum ™ process for retirees is unique - just like you.


You can depend on us to develop a focused, integrated plan which takes into account your unique life goals and values.

Our written report is easy to understand and follow; plus, we are there for you every step of the way. With our guidance, you will make informed financial decisions that dramatically increase your wealth, maintain it, and distribute it according to your personal values.

Well Being

Leaving a legacy is important to you.  We understand that - in fact, our motto is “Wealth Creation for Generations”.  We can help you successfully and effectively transition your wealth.

You shouldn’t have to worry that you will run out of money – we can help you get the financial well being  that you deserve.  We want you to relax, feel in control of your finances, and focus on enjoying your retirement.  You’ve earned it!

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