MICHELLE WEISHEIT

We place a high value on having the knowledge to advise on various and complex aspects of financial planning. Michelle and Steven have both obtained the CERTIFIED FINANCIAL PLANNER designation, the world’s most recognized financial planning designation. In addition, Steven is a Registered Retirement Consultant (RRC) and Michelle is a Certified Executor Advisor (CEA) and Responsible Investment Specialist (RIS)

We value long term client relationships based on honesty, integrity, and a commitment to comprehensive financial planning. Together we have over 20 years of knowledge and experience in developing and implementing financial plans for clients, which helps to prepare them for both planned and unplanned life events.

We believe that everyone should experience financial freedom and peace of mind, which is why we are committed to helping our clients improve their financial well-being. We work together to identify their goals and dreams and formulate a plan on how best to achieve them. Every client benefits from individual solutions and tailor-made strategies that we deliver in an easy-to-understand manner. We empower our clients to make their own decisions, by guiding them through the decision-making process – ensuring they have the knowledge to do so.

Together with the rest of our team, we are available to serve you in a professional and caring environment, where we always put your needs first.

Contact us today and let us know how we can help you!