Providing independent investment and insurance solutions to Canadian families for over 20 years

Get an honest assessment of your current finances so we can create a roadmap for your retirement goals and security for your family and their future.


Assessment of your current finances to create a roadmap for your retirement goals

Investing in mutual funds is an easy way to start building a sensibly managed and highly diversified financial portfolio.


Get access to money managers with a proven track record for success

Protect the ones you love. Get insurance for your life, your ability to earn income and to keep a roof over your head.


Relax knowing your family is protected in the event of an unexpected injury or illness



I realize the importance of having trust in your financial security for you and your loved ones. Retirement planning, saving for life events and purchases, or making sure your family is covered in case of an emergency. Learn more about how I can assist you and your family.




Mike Vamvakaris has handled our investments with wisdom and integrity for several years now, with great results. As market conditions or our needs changed over the years, he has adjusted accordingly. Mike is always willing to meet with us to explain our portfolio and he consistently acts in our best interest. It would be difficult to find a more honest and reliable financial advisor. Highly recommended!
— Sandi Metler and Fran Cohen


Now is the time to get started.