Am I on track to reach my financial goals?
This new year, get a fresh perspective on your investments plus a chance to WIN $1,000*.
The Questions We’re Answering>
Am I on track to reach my financial goals?
This new year, get a fresh perspective on your investments plus a chance to WIN $1,000*.
Can I afford to retire early?
Find out if there’s
a gap in your retirement income.
How do I choose the right mortgage Lender?
Find out what questions to ask.
Are you saving as much as you can on your mortgage?
Education members and their families have access to exclusive mortgage rates with Educators. PLUS, we’ll cover the cost of switching your mortgage†.
Many growing families struggle to pay off debt and build savings at the same time. See how Shannon’s advice helped one family accomplish both.
Sound familiar? We can help.
Talk to a SpecialistWhile Millennials struggle in today’s hot housing market, see how Graham found a way to help his client get a foot in the door.
Sound familiar? We can help.
Talk to a SpecialistFinances can be overwhelming;
but with Lisa’s guidance, this client never felt alone in her financial path.
Sound familiar? We can help.
Talk to a SpecialistSound Familiar? We can help.
Talk to a SpecialistDarryl Martella
Ottawa RegionPhil Blouin
BarrieEdward (Ed) Gougeon
Ottawa RegionMichael Graves
Kingston, BellevilleMalavika Menon
Head OfficeNick Rao
Toronto/York RegionMichail Tsirikos
Kawartha Pine Ridge and Algoma DistrictsShannon Lamont
Guelph, Orangeville, BluewaterCameron Morrison
Jim Wanamaker
London, Thames ValleyBill Rakovitis
Toronto, Near North, AlgomaMarjan Gholami
Head OfficeNigel Goetz
Guelph/HaltonToni Montero-Rios
Brad Thompson
Halton, Avon-MaitlandAlana Gould
Chris Tamber
Head OfficeNatalie Adamczyk
Dennis Rojas
Head OfficeSiddhesh Patwardhan
Head OfficeWe're all over Ontario, start a conversation with a Financial Specialist in your area.