Meet Our Team

Tim Dunlop - Branch Manager

Through many years of self-employment and involvement in the corporate world, Tim has gained  experience and insight into how challenging it can be for self-employed individuals to manage their business affairs. 

Tim develops individualized financial plans to meet the personal financial objectives for each of his clients.  The emphasis of each plan is to find ways to put extra dollars back into the businesses and pockets of every client.

With ten years of financial consultation experience, Tim provides in-depth financial counseling designed to enable his clients to maximize financial security for themselves and their families.

As a client, you will receive one-on-one personal service either at our office or at a location that best suits you.  We believe in a "client first" approach to financial planning.

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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.