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Experience makes a difference

32 Years of Unbiased Advice

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It’s not just about money—it’s about your entire life.

Money is just fuel for living the life you want, and it's our goal to help you achieve that life.

Working with an independent, experienced Senior Investment Advisor and Associate Portfolio Manager means gaining access to unbiased advice, personalized service and the dedication to addressing your unique concerns and goals. 

We work with in partnership with you to build a financial strategy that focuses on what you want to do, when you want to do it, what it could cost, and when you can likely afford it. Whether you’re currently in retirement, preparing for your next chapter in your life, or just starting out - our team will build a financial model that addresses the goals and individual needs you have in mind.

What sets Darren apart?

In the investment industry there is no substitute for experience when it comes to Advisors. With so many financial options available, it can be difficult to figure out what’s right for you. It’s important to talk to an experienced, knowledgeable advisor that you trust and who cares about your personal financial wellbeing.

To help you make informed and confident financial decisions, Darren has 32 years of investment and retirement advisory experience, spanning the Trust, Bank and Credit Union sectors.

Darren has held his Certified Financial Planner (CFP) designation since 2000. 

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We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience - and we have a great team to deliver on this!

Meet the Team ➠

Solution Oriented

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

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Client Focused

Your financial life doesn’t have to be complicated. Bookmark this helpful page to your one-stop-shop for financial tools, calculators and resources.

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“An investment in knowledge pays the best interest.”

— Benjamin Franklin

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