TopLine Financial Advisors.
We are top advisors with expertise in helping businesses and families with financial freedom, security for the future and preparation for the unexpected. Our clients come to us for an important reason – validation. They want to know they are covered. We provide them with a strategy focused on their objectives and a realistic plan to support their business goals.
I had a good feeling as soon as I met my TopLine advisor in 2004. The team is honest, sincere and caring and always looking out for us; connecting multiple times per year and calling us in if they think anything needs to be changed with our plan.
Thinking Caps at Work
Our strategy is simple – clients always come first. Our clients value our personal approach. Our team is attentive, responsive and helpful because we care and we get it. As a financial advisory team that has you covered in all areas of your financial plan, we:
- Build your customized plan and develop your strategy.
- Establish your comfort level associated to risk and secure your future.
- Enjoy watching you reach your retirement goals and maintain your lifestyle.
Looking for the Best Solution…Always!
New ideas and solutions are important to our team because we always want to be at the top of our game. That means being up-to-date on the latest industry trends, solutions and market activity. We also explain ideas, in detail, to our clients so they too are informed and in control of their financial future.
We are always learning and encourage our clients to do the same. Our Resource Centre provides helpful articles and tools for readers to learn more about important financial strategies.
Approachable, Collaborative, Thorough
When working with TopLine advisors, you will have access to an entire team of experts and support staff who have a combined 80 years of experience in the industry. We have seen it all and know what works.
Your Team Members
Latest Blog Posts
Published by TopLine Financial Advisors on Apr 19, 2018
Which Type of Life Insurance Do You Need? Choosing the right type of life insurance isn’t always easy and it’s not always something people want to talk about. However, having an estate planning conversation...
Published by TopLine Financial Advisors on Apr 06, 2018
4 Questions to Ask Your Financial Advisor Did you know a financial advisor can help you live your best possible life within your personal budget? According to The Investment Funds Institute of Canada...
Published by TopLine Financial Advisors on Mar 26, 2018
The Cost of Summer Child Care With summer nearing, nearly half of Canadian parents are scrambling to enroll their children in summer camps and full-time childcare. According to Stats Canada, the average...
Published by TopLine Financial Advisors on Mar 01, 2018
4 Tips for a Relaxing Vacation It’s that time of year again. Canadians from all provinces and territories are packing their suitcases, escaping the cold grip of winter and heading to sunny destinations...
Published by TopLine Financial Advisors on Feb 01, 2018
Common Investment Myths – And How to Break Them Let’s talk about investment myths. Have you started investing yet? If the answer is yes, think about the last time you sat down with a financial advisor...