Client Testimonials

"Peter Garat is a highly competent Financial Planner who knows a lot about the unique needs of business owners. He gives us comprehensive advice covering all aspects of our personal and business financial situations. Due to Peter’s tax planning expertise, we have saved a lot of money that would have otherwise gone to the government." - Penny & Gerry Roberts, Quality Stoves & Fireplaces Ltd.

"We are very pleased with the service and financial advice we have received from Peter Garat and his team. He took the time to understand our needs and hopes, while also helping us understand our financial situation. Peter patiently answers all of our questions and has helped us see clearly to a day when we can retire in comfort. We enjoy peace of mind knowing we are in good hands." - Bob and Sharon Olsen

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.