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About us

We serve individuals, families and business in the Regina area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
  • Financial Planning Services
  • Retirement Planning
  • Tax Planning
  • Portfolio Analysis

We are never satisfied until you are.

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Mutual funds are offer through Portfolio Strategies Corporation. Other products and services are provided through Achieve Wealth Management.
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