The Retirement Specialists

We specialize in helping people prepare and transition into retirement with the comfort and answers they need.

Testimonials

Greg Dowdall has been our Financial Advisor since 2006. Greg is always available to answer our questions in a language that we can understand. He takes the time to explain available options to us so that we are comfortable with our financial decisions. Knowledgeable and trustworthy, we would highly recommend Greg Dowdell and his team to advise you on your financial planning.

Cliff and Peggy

Greg, you have always been available to listen to me and to give me the advice I needed.  You were there for Joe too.

Fran V.

Greg has been incredibly helpful to myself and my family for a number of years. We always feel like we are his top priority, and he makes time for us whenever we need it. His advice and guidance has been invaluable in navigating some difficult financial situations. He can be trusted to share his knowledge and advice, but listens to our feedback and point of view, ultimately ending up with a positive outcome for our family. We are very grateful to Greg for all of his guidance over the years, and wouldn’t hesitate to recommend him to anyone!

Rosie
Greg is consistently helpful, friendly, knowledgeable, and willing to listen and help with any financial  issue. I don’t know where I would be financially without his help and advice.
Jeff Collett

We met Greg about 18 years ago. We were new to Canada and our bank at the time was selling us RRSP products that weren’t suited to us or our income and Greg corrected that and set us up to start saving the right amount. We can ask him questions and he explains things in ways we can understand, and we are now on track for our eventual retirement.

Gerry & Mary S.