We are a dynamic financial services organization, offering individuals and their families estate and retirement planning through Brittain Group Financial Services Inc, and investment solutions through Manulife Securities Investment Services Inc.
We have an outstanding group of experienced and qualified financial advisors, Katherine Williams CFP EPC, Carolyn Whelan CFP EPC, and Lindsay Fothergill B.A. CFP.
An enthusiastic, capable administrative team assists us in fulfilling our commitments to our valued clients.
We employ a wide array of insurance and investment products to develop effective strategies.
Our Values And Beliefs
We believe that money isn’t everything – chances are that you have a finite amount. Our objective is to help you make informed decisions about how to use what you have to protect yourself and your family and create financial resilience for your future.
We believe there is value in developing strong, long-term relationships with our clients and our business partners, so we nurture them through an environment of mutual respect and trust.
We understand the value of honesty, integrity and hard work, so we practice these principles conscientiously.
We know both the value of team work and each individual’s contribution.
We believe that client participation at all levels of planning is critical to the success of the plan.
We value education and encourage personal growth and development for ourselves and our staff
Our Commitments To You
Maintaining the highest level of personal and professional customer service.
Keeping up-to-date with the products and services available in the financial industry market place, and informing you of new offerings that may suit your needs.
Continuing personal education in our respective areas of expertise.
Advising you of any significant changes in legislation or taxation that might affect your plan.
Developing and implementing individual plans to give you peace of mind.
Helping you recognize and realize your life worth today, for your tomorrow.
Our Business Partners
Manulife Securities Investment Services Inc.
– Mutual Fund Dealer
Manulife Securities Insurance Inc./ Day Star/ WCS
– Insurance Brokerage