Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Kerri Lynn Novak

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.


Market Monitor

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The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.

Learn how we can help you
  • It is said that 'Friendship based on Business is better that Business based on Friendship' Based on Kerri’s broad financial knowledge and her expert advice and guidance, our working relationship has grown to a trusting friendship.

    - Brenda Lauzon Trinoor
  • Thanks again for all your advice — you always make us more comfortable in all our decisions.

    - Tina & Derek Leveque