About Us

Bill DeWinter, CFP®, B.A. (Econ)

Certified Financial Planner® professional

I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Harvey Tribe

Certified Financial Planner® professional

I provide independent financial advice to ensure that every investment funds portfolio review for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial need analysis are addressed in a manner consistent with personalized financial service practices.

Combined with my dedication to my clients, my long term experience in offering financial planning services allows me to provide unparalleled expertise when helping my client to build their wealth while minimizing their taxes.

Roxanne Husser

Investment Funds Representative

I provide independent financial advice to ensure that every investment funds portfolio review for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial need analysis are addressed in a manner consistent with personalized financial service practices.

Combined with my dedication to my clients, my long term experience in offering financial planning services allows me to provide unparalleled expertise when helping my client to build their wealth while minimizing their taxes.