Financial strategies as unique as the lives they’re meant to support

Whether it’s maintaining your lifestyle when you retire (or even improving it), getting a better look at your overall financial situation through financial planning, preparing your business for a sale, or protecting your family’s future with careful estate planning, we’re here to guide, support, and—most importantly—empower.

Tax planning

Tax planning

We integrate advanced tax planning solutions into your overall financial strategy to make sure it’s as tax-smart as possible.

Investments Planning

Investment planning

We pull in top global expertise to craft diversified portfolios managed by some of the best around the world, ensuring your investments are all set for growth, income, and to keep your wealth safe.

Estate planning

Estate planning

We design estate plans that do more than outline your wishes; they integrate seamlessly into your financial strategy, reflecting your values at every turn.

Our team

 

Noel Zapotoczny

Noel Zapotoczny
Executive Consultant 
Registered Retirement Consultant®

 

Rob Taylor

Rob Taylor
CFP, Business Admin.
Associate Consultant

 

Stephanie Salamandyk

Stephanie Salamandyk
Business Development Coordinator

 

Noel Zapotoczny

Noel Zapotoczny
Executive Consultant 
Registered Retirement Consultant®

 

Rob Taylor

Rob Taylor
CFP, Business Admin.
Associate Consultant

 

Stephanie Salamandyk

Stephanie Salamandyk
Business Development Coordinator

 

Noel Zapotoczny

Noel Zapotoczny
Executive Consultant 
Registered Retirement Consultant®

 

Rob Taylor

Rob Taylor
CFP, Business Admin.
Associate Consultant

 

Stephanie Salamandyk

Stephanie Salamandyk
Business Development Coordinator

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Rated 5 stars on Google with over 25 reviews (as of 2025)

Noel took the time and a great amount of detail to diversify our portfolio, add new products, and provided us a great deal of leverage to plan our retirement income and life insurance needs. We wish we had done it years sooner. We now feel secure as we steer towards retirement. It was a pleasure to work with Noel.

- Mike E.