• Protecting Wealth. Creating Legacies.

  • Protecting Wealth. Creating Legacies.

  • Protecting Wealth. Creating Legacies.

  • Protecting Wealth. Creating Legacies.

“I am passionate about great financial planning and utilizes unique and personalized solutions. I work with my clients that puts them in the best financial position to succeed.”

-Dan Cathcart

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Insurance

Peace of mind for you and your family. Taking care of what matters most.

Investments

Grow your wealth. Feel confident in your finances.

Latest News

Help for Small/Medium Businesses & Entrepreneurs - 75% wage subsidy, $40,000 interest-free loan & more

March 27, 2019 - Prime Minister Justin Trudeau announced programs and measures focused on helping Small & Medium Sized Businesses and Entrepreneurs cope with the economic consequences caused by the COVID-19 pandemic. “With these new measures, our hope is that employers being pushed to laying off people due to COVID-19 will think again,” Trudeau said. “And for those of you who have already had to lay off workers, we hope you will re-hire them.”