About Us

We know you have many choices when it comes to financial solutions. Our honest advice and timely and friendly service sets us apart from the competition.


Our personal and honest communication will make you feel like a friend.


Our access to multiple providers enables us to objectively recommend the best solutions for your unique situation.

80+ Years of Experience

You deserve the best. Our combined experience gives us the knowledge and expertise to guide you every step of the way.


It feels good to have some one who understands you and your community. We have raised or are raising our families locally. We know what it feels like to want them protected and cared for. We want the same for you as we do for our families.

Meet the Team

Gary McInnis

Gary has been working in the financial industry for 50 years. He is dedicated to his clients and has consistently been recognized as one of the top brokers in the country. Gary enjoys helping families and businesses and considers his clients his friends. He likes to spend his weekends on Pelee Island in the summer.

Ryan Harder MBA, CFP CLU
Certified Financial Planner

Ryan has 15 years experience helping families achieve their financial goals. Ryan specializes in investments and insurance solutions for families and small businesses. He enjoys playing golf, badminton, and squash and also coaches junior badminton and soccer.

Andy Anthony
Financial Advisor

Andy has 12 years experience in the financial industry. He specializes in group benefits and group retirement services for businesses. He enjoys playing hockey, soccer, and golf. And he also coaches local minor hockey and soccer teams.

Amanda Chisholm
Office Manager

Amanda is the friendly voice you hear on the phone or the cheerful face you see when you come in. As our office manager Amanda keeps everything organized and her attention to detail is second to none.