Serving families, professionals and business owners


If you’re like most people, at some point in your life you’ve struggled with your finances. It may have been a short struggle, or a long one, but we’ve all struggled. And along the way you've probably found out that the key to end struggle is by taking control.

That’s why we’ve built a company that helps our clients take control of their finances, their future, their dreams and their retirement.

We’re a family-owned business so we understand family, and we understand business. We know how exciting it can be to achieve your goals, or what a relief it can be to know that you’ve protected the things that matter most in your life.

Ultimately, that’s what we’ll do: help you protect what matters most.

Recent Posts

Don’t let emotions rule your investment plan

Sep 27, 2023 - Canada Life

There are several strategies you can use to take the emotion out of your investing...

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Why you should choose a beneficiary

Sep 21, 2023 - Canada Life

Choosing a beneficiary is an important part of your financial plan...

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What are real assets?

Sep 19, 2023 - Canada Life

Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...

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Jeff Edmonstone, PFA

Professional Financial Advisor
Investment Representative

As one of our leading financial advisors, Jeff brings a unique perspective to the industry. Whether it’s establishing a financial strategy or insuring what is most important, he understands that people are looking for someone they can trust to give them sound advice.

Jeff has been a financial advisor for over 18 years and likes to keep up with continuing education and changes in the industry. He provides sound insight and advice which aligns with his client values, dreams and goals. Whether it is working with corporate professionals, families or individuals, a financial plan provides solutions to protect what is most important to them.

After work, Jeff will most likely be found at a hockey rink coaching and mentoring young hockey players or looking after the community rink. In his spare time, he enjoys family time at the cabin, fishing and riding ATV’s. As a devoted husband and father of two, he understands the importance of protecting your loved ones and providing for their future


Mary McGregor, CFP®, CLU. CH.F.C

Investment Representative

One thing that is immediately apparent about Mary is that if she sets a goal for herself, her company or her clients, she is determined to accomplish it. When asked “what’s the best part of leading a financial services company?” her answer is clear: providing positive opportunities for everyone. Whether it is her clients, her team, or her suppliers, she wants to see everyone win. Mary started her career in a direct sales role (and was one of the best in the country) before following in the footsteps of her father to become a financial advisor. She has always loved working with people and wanted to make a difference while providing something valuable. As a CERTIFIED FINANCIAL PLANNER® professional, investment and insurance advice were a great fit. In addition to her professional qualifications and designations, Mary has been active within her community and industry. She has been president of the Estate Planning Council of Saskatoon, on the St. Paul’s Hospital Charitable Giving Committee, was the first female Chair Person of the Agents Advisory Council of Great-West Life and has been active in Advocis in several different roles. Outside of work, she’s a proud mother and loves spending time with her grandchildren. Mary’s an active gardener and an avid reader of biographies (because they provide great clues about success) and loves to travel with her husband Howard. She understands business, she understands family, and she understands how to protect what matters most to you.