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Home
About
Our Community Focus
Meet the team
Advice
Planning
Financial planning
Insurance
Investments
Mortgages
Savings
Retirement
Business owners
Contact
Client resources
Client logins
Calculators
☰
Home
About
Our Community Focus
Meet the team
Advice
Planning
Financial planning
Insurance
Investments
Mortgages
Savings
Retirement
Business owners
Contact
Client resources
Client logins
Calculators
Our Community Focus
We are very much part of the Ingersoll community, and we want to be part of your secure financial future too. We very much enjoy seeing our clients in local stores, at a festival, or on the golf course. We really enjoy hearing how our planning has helped them make their retirement easier, or secured the family business for another generation, or just unraveled the mysteries of RESPs, RRIFs and RRSPs.