Through our independence, we can provide our clients with the very best in financial products, services and advice to help them achieve their financial goals and enjoy peace of mind.

Naguib Kerba

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.


Latest Blog Posts

Come to our BBQ!

Filed Under: Events

29 June, 2017

Be our guest at our Pot Luck Heritage BBQ as we celebrate Canada’s 150th anniversary.... Read More

Updated Calendar of Events!

Filed Under: Events

25 May, 2017

We've updated our Calendar of Events page! Click here for more details. Hope to see you there!... Read More

  • Working with Naguib and his team over the last 10 years has been an excellent experience. I was feeling overwhelmed and confused when it came to managing my finances and investments. Naguib’s extensive knowledge and patience made me feel at ease at every meeting.

    – Sarah Ralston - Behaviour Consultant, Mackenzie Health
  • Naguib is one of those rare people who really make you feel as though you are one of his most important clients, even though I know he has just a few more than me. He is professional, knowledgeable and keeps my best interests in the forefront, no matter what we discuss.

    – Debra Grant - Registered Nurse