01. Financial Planning

We provide professional financial planning and advice to help you reach your financial goals. Our experienced financial advisor, Diane Nicholson Chennette, CHS, has been helping clients since 1996. With her expertise and knowledge, she can help you create a financial plan that is tailored to your individual needs. 

Learn More

02. Health Insurance Solutions

We also provide health insurance solutions for businesses in Trent Hills and throughout Ontario. Our experienced health insurance advisor, Diane Nicholson Chennette, CHS, can help you find the right plan for your business. Whether you're looking for disability plans or employer group benefits, we can help you find the right plan for your business.

Learn More

03. Estate and Retirement Planning

We also provide estate planning and retirement planning services to help you plan for the future. Dianne Nicholson Chennette, CHS can help you create a plan that will ensure your family is taken care of after you're gone. We can also help you plan for retirement, so you can enjoy your golden years in comfort and security. 

Learn More

Insurance Products

Retirement and investment products

 For Limited Fees and Interest on your Chequing  Account Through Manulife Bank.

Apply Now

Blogs

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off. But what if the most expensive financial decision isn't a bad choice — it's no choice at all? That's what nearly a century of market data suggests. And the numbers are hard to argue with. What $100 Looked Like in 1928 In the late 1920s, $100 went a long way. It could...