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Building Wealth, Together.

Discover the Power of Expert Advice and Tailored Service for Your Wealth Building Goals.

Get to Know Our Wealth Team

Are you interested in growing your wealth and securing a stable future for you and your family?

Our team of experienced financial planners and advisors are here to assist you on your journey to building wealth. We offer expert advice and personalized solutions to help you reach your financial goals. Whether you want to invest in mutual funds, receive guidance on pensions, taxes, estate planning, or any other financial matters, we have the expertise to support you. Join us to unleash your financial potential and let's create wealth together!
Investment Assistant

Tonia Tirabassi

Talk to us today.

Your success is our top priority. Connect with our team today by booking your appointment online or calling us at 905-575-8888 x106.

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Tailored and Personalized Advice

Our experienced financial advisors take the time to understand your goals, risk tolerance, and circumstances. They provide tailored investment advice to help you make informed decisions aligned with your long-term goals

Member-Owned Cooperative

As a member-owned cooperative, our top priority is serving your best interests. Our investment strategies focus on benefiting our members, ensuring your needs are met for financial success.

Diverse Investment Options

Choose from diverse investment options, including mutual funds, matched to your risk profile and financial goals. Our knowledgeable advisors assist in selecting options for a well-rounded and diversified investment portfolio.


We Value Our Members

We see you as an individual with unique financial needs and dreams. We take the time to truly understand you and provide personalized care.

Imagine having a financial advisor who listens, empathizes, and helps you achieve your financial goals. With our guidance and a range of services, we simplify your financial journey.

Take control of your financial well-being today. Join us for personalized attention and support. Let us empower you to make confident decisions and create a brighter financial future together.

Tools and Resources

Resources to get you started.

Planning for Success

Six step guide to a comprehensive financial plan

10 Tips for Investment Success

Strategies for working toward achieving financial and life goals

First Home Savings Account

Saving strategy for your first home

Value of Advice

Learn about the value of advice from a financial professional

​Meet with a wealth advisor.

We can talk in person, on the phone, through email or even a video call. Let us know what works best for you. We are ready and excited to help!

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus and/or fund fact sheet before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Mutual Funds are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Healthcare and Municipal Employees’ Credit Union.

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