Financial Planning

Clearly better planning

Get consistent, reliable investment service and advice from the people who know you, understand you, and care about your financial well-being. You'll enjoy FREE investment advice with our Luminus Investment Advisors who can help you choose from a wide range of valuable financial planning solutions.

Working with you, we can evaluate Financial options ‎to best suit your needs. Additionally, as requested by you, we can coordinate a free financial snapshot through one of our trusted supporting resources. Personal in depth financial planning is also available and can be arranged by calling us at 416.366.5534 or 1.877.782.7639.