If you would like to make an appointment to meet with one of our financial security advisors, see their direct contact information in the sidebar. You can also use this form to send them a message.
(Please note: all fields marked with an asterisk ‘*’ are required in order to submit the form, so that we can contact you. Thanks!)
The information on this website is intended for residents of Ontario only.
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Direct contact information
Michael Caldwell, CLU, MFA, EPC
Founding Partner | Financial Planner
613.777.0797 extension 201
Rick Tomalty, CFP, CLU, CH.F.C., CPC, CHS, MFA
President & Managing Partner | Financial Planner
613.777.0797 extension 207
Vice President & Partner | Financial Security Advisor
613.777.0797 extension 205
Dan Lambert, BBA, CFP, CHS
613.777.0797 extension 204