Get in Touch
We’re here to help you with all your financial planning, investment consulting, and corporate tax needs. Contact us today to start your journey towards financial security.
Office Address
Ottawa Office:
132 Berrigan Drive
Nepean, ON, K2J 0J4
New Kingston Office:
633 Norris Court, Unit 4
Kingston ON, K7P 2R9
Call Us
Tel: (613) 389 – 4002
Fax: (613) 389 – 6406
Monday to Friday, 9 AM to 5 PM
Email Us
Dale Cahoon, CFP
Senior Advisor & Owner
[email protected]
Holly Bindner
Executive Assistant
[email protected]