Making a difference where it matters

Our commitment extends beyond financial planning – we're dedicated to making a positive difference in the lives of our neighbours and supporting causes that strengthen our community.

Our community involvement reflects our core values of putting people first, supporting collaboration, and building long-term relationships. Just as we're committed to our clients' success, we're committed to our community's prosperity and well-being.

Causes we support

Women's Crisis Services of Waterloo Region

We're proud supporters of Women's Crisis Services of Waterloo Region, an organization that provides critical support to women and children experiencing domestic violence and abuse. Their work saves lives and helps rebuild futures, providing emergency shelter, counselling, and advocacy services to those who need them most.

Ray of Hope

Ray of Hope serves people experiencing poverty, homelessness, and other challenges in Kitchener-Waterloo.They provide life-changing programing and services in a welcoming, compassionate community.

Special Olympics Ontario

For over 50 years, Special Olympics has grown from a modest program serving local athletes to become the world's largest movement dedicated to promoting respect, acceptance, inclusion, and human dignity for people with intellectual disabilities through sport.

Tillsonburg Thunder and other senior and youth hockey teams

We sponsor local hockey teams because we believe in the value of people working together, chasing dreams, and having fun. Sports teach important life lessons – teamwork, perseverance, goal setting, and resilience – that serve people well throughout their lives.

Tillsonburg Kinsmen Club

Tillsonburg Kinsmen ClubThe Kinsmen Club of Tillsonburg work to better their community, enhance the well-being of Canadians and improve the environment.

Team King Men’s Competitive Curling Team

Learn more

Join us in supporting our communities

Whether you're looking for ways to get involved, want to learn more about the organizations we support, or have ideas for additional community partnerships, we welcome the opportunity to work together in making our communities stronger.

Contact us