Our Team
Ross Campbell, B.Comm., CFP®, CLU
Certified Financial Planner®
Ben Campbell, BBS, CFP®,CHS
Certified Financial Planner®
We have always found Ross and his team to be knowledgeable and trustworthy
"We have always found Ross and his team to be knowledgeable and trustworthy in the financial advice they provide. Ross has worked closely with us to articulate and develop financial goals and objectives in our retirement, giving us peace of mind that we have a plan for the future. Our regular meetings give us confidence that our portfolio is structured to suit our risk tolerance and ever-changing market conditions." - P.G
Ross and his team have been a valuable resource for financial planning
"Ross and his team have been a valuable resource for financial planning both personally and corporately. From assisting with our corporate re-structure to our personal investment accounts, they have provided a thorough analysis of our risk management and retirement planning needs. We appreciate the customized approach that is specifically tailored for our financial situation." - T.T