Business Hours

Monday-Friday 8:30-5:00

Phone: 709.634.4944

[email protected]

Corner Brook, NL

90 Broadway, A2H 4C8

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Geoff Wareham B.Sc.

Geoff Wareham B.Sc.

Geoff obtained a Bachelor’s degree from Acadia University in 1998, completed the Canadian Securities Course in 2001, and the Professional Financial Planning Course in 2003. He prides himself on building strong relationships with his clients and providing professional service. He is a 5th generation independent business owner and believes in building a professional, independent advisory […]

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Ann Parsons

Ann has been in the financial services industry for over 40 years. She has built her financial planning practice on such principals as trust, integrity, and a sincere interest in helping her clients achieve peace of mind.Ann became an independant financial advisor in 2000, after 25 years in the banking field. Prior to that date, […]

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Ann Parsons
Stephanie Power

Stephanie Power

Stephanie became an Independent Financial Advisor in 2010 after three years in the accounting and taxation field. She has brought enthusiasm, energy and a fresh perspective to our team, and is truly committed to helping our clients “live their dreams” through sound financial planning.Stephanie obtained a Bachelor of Commerce degree from Saint Mary’s University in […]

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Financial Planning

Financial Planning is the long-term process of efficiently managing your finances so you can achieve your life’s goals and dreams. This process also includes negotiating financial hurdles that arise in the various stages of life. Financial Planning is a process, not a product. Your current financial position is a key factor in your Financial Plan. [...]

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Protection Planning

Facing our mortality is difficult. Facing the reality and possibility that bad things can happen to good people is also hard. Nevertheless, facing these difficult truths is essential in building a secure financial future for you and your loved ones. The first step is to recognize what financial risks you face and determine whether or [...]

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