Working with J-F has been an absolutely awesome experience!  His knowledge and expertise has benefited us in so many different areas including debt reduction, mortgage financing, investment growth options, pension transfers, insurance, benefit options and personal business.

J-F has made our transition from the corporate field (20 years) to personal business ownership a stress free endeavour. His personal attention to detail has enabled us to maximize our growth while maintaining a strong plan for the future in all areas of our personal finances and business.

We have built a relationship based on trust, honesty and integrity.  We look forward to having J-F as our “Financial Quarterback” for many years to come."

Mike & Robin Dallaire, Barrie



"We are extremely impressed, thankful and surprised at how quickly you got things done regarding our affairs. You clearly meant it when you said “business as usual”.

Your efficiency only confirms that we’ve made the right decision. We already feel more confident with our financial situation since you’ve enlightened us.

We, as well, are looking forward to a long prosperous relationship together."

Paul & Chantal, Timmins



"Thank-you for taking the time not only to create a structure for our complicated business, but to also explain to us how and why these components are in place.

Renata and I appreciated this very much. We are both excited and grateful to be working with you not only in the short term, but more importantly in the long term! "

Paul & Renata B. , Oakville, ON


"In today's world everyone is busy. We don't have time to do our income tax ahead of time and figure out how much RRSP room we have and how much we should contribute.

J-F does all of this for us - all we do is discuss the strategy, sign the forms and J-F takes care of the rest. The tax savings have been incredible.

We have recommended J-F to our friends and we are totally happy with what we've accomplished. It is unfortunate that we didn't get involved with him years ago."

Ron & Monica, Sudbury


"Nous connaissons Jean-François depuis environ quatre ans maintenant et nous sommes extrêmement satisfaits de son travail.

Il est professionnel, organisé et sympathique avec ses clients. Jean-François a même dévoué de son temps pour nous aider à réparer une erreur avec notre rapport d'impôts qui avais été commise avant qu'on se joigne à ses services.

Nous avons que des éloges à faire envers Jean-François! Bravo!"

Yvan et Angèle, Sudbury



"Thanks so much for taking the time and explaining things; I heard about debt ceiling and didn't have a clue, now I have some understanding.

I'm happy you are looking after our investments I have all the confidence in you and that to me is priceless, so thank you.

I remember you asking us what was most important to us at the beginning of our relationship and "Trust" is #1 to me."    

Olimpia, Barrie

"J'ai choisis un nouvel aviseur financier il y a environ 6 ans et je ne regrette pas ma décision.  À l'écoute de mes besoins, Jean-François a taillé sur mesure un portfolio qui tient compte de mes projets à court et à long terme. Son service à la clientèle est de première classe!  Merci à toi et ton équipe!"

A. Villleneuve

Innova in Numbers

Our founding principle is to treat clients how we ourselves would like to be treated, leading to impressive growth fueled entirely by our clients’ enthusiastic recommendations of our services to friends and family. As a referral-only firm, we focus our efforts on your financial health rather than our own marketing plans.

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