To achieve your financial goals and preserve your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Our advisors

Barbara G Malhoit

Barbara G Malhoit

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Barbara G Malhoit Visit Barbara G Malhoit's website
Brandon Perry

Brandon Perry

Financial Advisor

Learn more about Brandon Perry Visit Brandon Perry's website
Ian Malhoit

Ian Malhoit

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Ian Malhoit Visit Ian Malhoit's website

Our team

Darrah Nowak

Administrative Assistant