Our Mission Statement

Founder, Donald Earl Papineau had a belief that everyone should live life to the fullest no matter what life throws at you and that clients should be treated as people, not just another number. Most of us know all too well how financial reasons can put a damper on your goals and how other commitments can make life feel like it's passing you by. Therefore, it is our commitment to provide high quality investment services, using highly rated investment vehicles and giving the utmost detail to personal service. We want people to come to us because of our knowledge, friendliness and trust and we will do what we can to earn that.

 

Vision

Relentlessly pursue the best rated investments for our clients and give them the personal attention, service and value they deserve.

 

Our Goals are Simple

  • Seek out highly rated and suitable investments for our clients.
  • Treat our clients with respect and give them the support and personal service they deserve.
  • Stay current with the laws that govern our industry and educate ourselves on the best practices for client satisfaction

 

What this means for our clients

  • We will work closely with our Broker/Dealer {JW Cole} to obtain the most practical way for supporting your needs.
  • We are dedicated to attending yearly conferences and educational seminars to keep abreast of the latest industry regulations. 
  • We will maintain open communications with our clients which will allow for opportunities to discuss your needs and goals.
  • Our support staff will always be available to assist with questions or concerns during normal business hours. 
  • Our representatives will be educated on the latest and most practical ways of providing our clients with the most suitable investments available.

 

Our Qualifications

Our firm has a knowledge base that extends back over fifty-five years.

Each of our representatives has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to attending yearly conferences and educational seminars to keep abreast of the latest industry regulations and our representatives will be educated on the latest and most practical ways of providing our clients with the most suitable investments available.

We're looking forward to using our experience to help you pursue your financial goals.