Covid-19 sent shockwaves throughout the Canadian economy from the very beginning, and the ripple effect continues. Our business is no exception. Paper presentations and face to face interaction were the lifeblood of our business. Never did we think that pivoting to a digital platform would be possible to continue doing what we do best. Yet, with concrete vision, creativity, and the drive to power through we are stronger as a business today and our footprint on this market continues to grow.

2020 was a year of challenge and resilience for both us and our clients and we feel privileged to be there for them in a time of need. We’ve held our clients’ hands through thick and thin and this pandemic is no exception.

If nothing else this year has taught us that no one intentionally plans to fail, but many fail to plan. Some of our experiences over the last year showcased just how vulnerable clients can be when business tides turn in unexpected directions, or when family leadership is jeopardized by forces we cannot control. It has taught us more than ever the importance of proper planning – proactively, not reactively.

As we continue to excel our business to new heights and achieve new milestones, we are excited to see what the future holds. Before long, this pandemic WILL end and we will be back to business as usual – not on screens and headsets, but face to face, sharing a coffee, and shaking hands. No doubt, with fewer “green folders” while saving a few trees along the way!

As part of our new year and new beginnings, we are thrilled to launch a brand new online presence at We invite you to explore, read, and connect with us!

To our clients who helped us achieve this milestone – those who are new relationships, and those who put their trust in us continually over the years – we thank you for your trust and commitment. We wish you happiness, success, and most importantly good health!

For those we have yet to assist, our “virtual” door remains open to you. It all starts with a conversation.

Yours truly,

Jonathan Green B.B.A., C.L.U., C.F.P.
Chartered Financial Consultant

Melanie Weinberg, BCom
Managing Partner