We're keen to serve our clients with quality, expert advice.

We share the same ethics of professionalism and client care so you can rest assured that everything we recommend is right for you and your circumstances. In short, if you don't need it, we don't even suggest it.

Jeff Ponting

Jeff Ponting

Financial Security Advisor
Investment Representative

Jeff began his financial planning career in 2005, and has continually upgraded his designations through professional development. Jeff is committed to continuing education. He is currently studying for his Certified Financial Planning designation (CFP). Jeff is a member of Advocis, and Registered Deposit Brokers Association.

Ashley Kapolnas

Ashley Kapolnas

Administrative Assistant

Nellie Lively

Nellie Lively

Administrative Assistant