• Estate Planning A necessary discussion

    Estate Planning A necessary discussion

    It’s never too early to start your estate plan and have the conversation with your family. Read our Report that can help you prepare to have the talk today!

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  • Your Future is In Good Hands

    Your Future is In Good Hands

    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

    Book your Appointment Today
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    Take your first Steps to Financial Freedom

    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

    Give us a call today
  • Is Retirement closer than you Realized?

    Is Retirement closer than you Realized?

    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

    Don't wait! Contact us today.

We use creative financial solutions to turn our clients' life dreams into reality.

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The Burns Team

Pay Attention to your Pension
Our Commitment to our Clients: 

  • Show up on Time
  • Do What we Say
  • Finish What we Start
  • Say Please and Thank you

Each of these four habits is based on showing respect and appreciation for other people. Many of our business principles are derived from The Strategic Coach®.

We have created and customized a wide range of services to ensure that our clients maintain their future lifestyle.

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23 December, 2013

Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

Pay Attention to your Pension

Pay Attention to your PensionSo, what does retirement look like in 2010? Certainly not what it used to. Life, as many say, used to be so simple. Download a Free Chapter!

Who Pays Your Advisor - MER

Pebbels to GemsWatch this video to find out how your advisors are really paid, by Shelley Johnston, Financial Advisor. Watch Now
  •  We certainly did not foresee all the roadblocks and obstacles that we ran across during this negotiation process and are glad that we had the Pension Specialist guidance to get us over the hump.

    - Wayne Wilson
  • Just some feedback on our discussions following our illuminating and useful meeting with you on August 1st, 2012. First of all thanks to you and your staff for preparing an excellent and very detailed report on our financial and retirement options.

    - Michelle Landry and Mike Griffiths