Thoughtful Planning
NEXT LEVEL RESULTS
Personalized, informed wealth management expertise and support that brings forward tailored solutions to create financial stability, and build and preserve your wealth. We’ll be your guides in this increasingly complex financial world, through the changing milestones in your life, and in the marketplace.
Thoughtful Planning
NEXT LEVEL RESULTS
Personalized, informed wealth management expertise and support that brings forward tailored solutions to create financial stability, and build and preserve your wealth. We’ll be your guides in this increasingly complex financial world, through the changing milestones in your life, and in the marketplace.
Performance and results should be specific to you.
Thoughtful Planning goes beyond financial analysis: It’s building the ideal wealth management solutions that consider all that is important to you.
Whether your focus is the lifestyle you want now or in the future, our stewardship and holistic approach takes into account your retirement, tax, business succession, estate planning and insurance strategies to produce your Next Level Results.
Our Team
Alain Pereux
CEA
Principal & Financial Advisor
Mark Reimer
Financial Advisor
Dana Richardson
Wealth Administrative Assistant
Marge Neufeld
Operations Manager
I have been a client of Alain’s for over 25 years and there is no one I would trust more with my financial future. His genuine sincerity and support, not only for myself and my children’s planning, but for my parents as well, provides the assurance we all need when planning for retirement and beyond. Alain has been there to take care of my family’s needs, and truly went the extra distance for my parents, in life and after their passing. I have complete confidence in Alain and his team, and would recommend him wholeheartedly.
– Jennifer Greek