04/02/2026
Hoppy Easter!
A team of financial advisors offering life, health and disability insurance, education savings, pens
04/02/2026
Hoppy Easter!
12/29/2025
May the coming year bring you happiness, peace, and prosperity. All the best in 2026!
12/19/2025
Sending warm holiday wishes from our family to yours!
11/04/2025
KRISTEL HIGH, CFP®, CLU®, RIS
Whether you are just starting your career or in full swing of retirement, Kristel feels that it is very important for everyone to have access to financial advice and expertise. She focuses a great deal of energy on holistic financial planning and is fully licensed to endorse mutual funds and provide need-based Life and Health Insurance solutions. She specializes in socially responsible investment products. She continues to strive to provide all clients with every facet of financial planning to help them obtain their individual financial freedom.
With over 15 years of financial industry experience and over five years of Financial Planning experience, she has extensive knowledge of all aspects of a client’s financial well-being. As a Certified Financial Planner, Kristel has demonstrated the knowledge, skills, experience, and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan.
Kristel enjoys travelling, and spending time at the cottage in Lac Du Bonnet with her husband and daughter.
11/04/2025
RONALD WATERMAN, CIM
10/08/2025
Happy Thanksgiving to you!
09/19/2025
Come Join us on Wednesday, September 24th. 😀
08/29/2025
Many Canadian families save for their kids’ post-secondary education with an RESP account. How do RESP withdrawals work?
08/28/2025
Happy Long Weekend!
08/20/2025
These days, travellers can choose from many kinds of cards to take on vacation—but in some situations, only cash will do. How much should you bring?
How much cash should you carry when travelling abroad? - MoneySense
08/17/2025
Many people aren’t taking advantage of the tax credits and government benefits they’re eligible for.
4 underused tax and financial benefits Canadians are overlooking - MoneySense Many people aren’t taking advantage of the tax credits and government benefits they’re eligible for. Jason Heath highlights four that are commonly missed.
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