We are a full service financial planning firm specializing in retirement and investment planning. We provide our clients with overall sound financial planning advice and strategies as well as helping them choose the most appropriate financial products to achieve their goals and objectives.

Glenn Lester is a graduate of St. Francis Xavier University with a Bachelor of Business Administration (B.B.A.) Degree. He subsequently earned designations as a Chartered Life Underwriter (CLU®) and Certified Financial Planner (CFP®). Since 1988, Glenn has been working in the financial services industry.



We manage assets for individuals and families, providing investment management, and financial planning services.

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