“Newfound knowledge, Newfound Wealth.”
A family-owned, independent insurance and investment firm where financial literacy comes first. Clear answers, holistic planning, and no sales pitch.
We are a family-owned company with a family focus. Building strong trust and financial independence is our passion, and we strive for it every day.
Our mission is to empower individuals and families to build, manage, and protect their wealth through comprehensive financial planning and investment advice. We work with people from all walks of life, businesses, and larger organizations, which gives us a unique perspective on the ever-changing landscape facing everyday Canadians.
We believe that understanding comes first. When you know how your money works, you can make informed decisions with confidence.
“Great financial planning starts with a conversation, not a sales pitch.”
Whether you are ready to build a comprehensive wealth plan or just have a specific question about your future, we are here to listen. No pressure, just clear answers.As an independent firm, we offer products and services from multiple providers, so the advice fits you rather than one company's shelf.
A clear picture of where you are today, so every next step has a purpose.
Learn more →Strategies to manage debt and improve cash flow.
Learn more →Make sure you are in the most efficient mortgage product, and stop the leaks that cost you money.
Learn more →Everyone is different, so your investment strategy should be as unique as you are.
Learn more →Life, critical illness, disability, health & dental, and travel coverage.
Learn more →Protect what you have built and plan how it passes to the people you care about.
Learn more →Group RRSP and DPSP programs that help attract and keep good people.
Learn more →A flexible, cost-controlled health and dental benefit for your team.
Learn more →Protect your company if an essential person can no longer work.
Learn more →Work with your legal and tax team on a clear plan for ownership transition.
Learn more →Financial literacy is at the centre of everything we do. We explain the why, not just the what.
We are not tied to any one provider, so you get real flexibility and options from many vendors.
A local, family-run firm in Paradise, NL with a family focus and long-term relationships.
Budgeting, investing, retirement, insurance and estate planning, all working together.
Grounded in transparency, integrity and excellence. Clear guidance you can trust.
From your first budget to group benefits for your company, we can help.
Whether you're just starting out or well on your way, we're here to listen. If you send us a message or text, we'll get back to you as soon as possible.
Please don't send account numbers, SIN or other sensitive personal details by email or social media. We'll collect what's needed securely.
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Plain-language money tips, financial literacy content and updates from our team.