FINANCIAL ADVISOR
Peggy A DeVries

You are so much more than your investments, which is why my work is so much more than managing money. My approach is much broader. I want to know about you – what’s important to you now and in the future. It's a big-picture, holistic approach to planning, with you at the centre.

In a nutshell, we help build and protect wealth and transition that wealth to the next generation.

There’s no silver bullet, no magic solution to investing. It takes a personalized strategy with quality investments and the discipline to stay focused. My goal is for my clients to feel informed,...