WHAT'S YOUR BEST LIFE?
What's most important to you?
What are your goals, short term and long term?
Where do you want to be in a few years?
HOW WILL YOU GET THERE?
Life's a journey, and we're prepared to ride alongside you with guidance and encouragement along the way.
You are not alone.
LET'S DISCUSS VALUES
We all have them. Did you know that there's a way to align your investments with your values?
Tailored Solutions
We invest our time and expertise to research investment strategies, vehicles, and products. We always want what's best for you.

Live Confidently
When you know you're well-prepared, you can make more confident decisions about the future.
We can advise you on a range of issues, from investing to retirement planning to insurance coverage to effective tax strategies and legacy planning.
Whatever your goals, we can help you put together a plan – a plan that's yours alone!
Take a Deeper Dive
Our short videos are engaging and informative, and they will prompt you with questions to ask your advisor.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
A New Approach to Planning
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
What's Involved?
You decide where to meet - our office or remotely. We'll talk about your goals and aspirations. Then we'll talk about strategies to get you there.
Is It For Me?
Do you want to be financially confident and secure? Have you put off financial planning for too long? Do you have a handle on your finances?
WHAT OUR TEAM HAS TO SAY
- “Our clients become like family.”
- Jan MacKenzie
Director, Client Relations & Marketing
- “We take our fiduciary responsibility seriously, to always do what's in the client's best interest.”
- Scott MacKenzie
CEO
- "We recast the complexities of money and finance to understandable and actionable plans."
- Eric Vartanian
Certified Financial Planner