OUR CLIENTS

Our client base encompasses a variety of businesses.  From startup to retirement, we work with you every step of the way to help you achieve your financial goals.  Our focus is community based and here is a preview of some of the businesses we work with:

Small Business
Small Business
  • Automotive

  • Commercial and residential rentals

  • Construction

  • Consulting

  • Graphic design

  • Internet sales

  • Investment holding

  • Manufacturing

  • Marketing

  • Mechanical

  • Musician

  • Rent-All

  • Retail

  • Winery

Health Professional
Health Professionals
  • Medical doctor

    • General practitioner

    • Specialist

  • Optometrist and optician

  • Veterinary

Agriculture
Agriculture
  • Beef

  • Crop

  • Dairy

  • Fertilizer and seed

  • Grain elevator

  • Horses

  • Mixed

  • Sheep

  • Vegetable

Not for Profit
Not-for-Profit
  • Chamber of Commerce

  • Condominium corporation

  • Day Care

  • Private school

  • Sports association

We offer free initial consultation.

Contact us