Create the Financial Plan to Fit Your Life Story

We start by understanding your story so we can help create the right financial plan for you. Before we offer any solutions, we want to put oursleves in your shoes. Everyone has different wants and need for their wealth management, and its our job to figure those out!

What can you expect when you work with us?

Financial Advice, Discipline, Independence, Care and Simplifying the Complex

While our goal is always to focus on you and your financial goals, read below to find out a little bit more about us.

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Meet the Team

Our approach to financial planning is simple: create a special client experience where people feel welcome, looked after and secure with their financial future.

Jim Greenwood

CIM, CFP

Cory Griffiths

CIM, PFP

Grant Karst

CFP, CLU

Meet the team

Financial Hoping is not enough!

Our advisors work with individuals, families and business owners in all stages of life. We look for people who want to take responsibility for their financial future and see the value in professional financial advice to support them in this goal.

Our clients are generally focused on retirement, accumulating retirement assets and building their net worth.

We provide a high level of service and believe it is important that we are the right fit for you to partner with throughout your life journey before we work together.

Begin your journey

We draw from the skills and expertise of our team as well as from fellow professionals to deliver customized advice for our clients.

We're passionate about helping you meet your goals, and we have the expertise to help you get there. Come in today for free assessment to see what we can do for you.