Financial planning for life built on enduring principles

The virtues that have guided well-lived lives consistently over time – integrity, industry, discipline, empathy and service – provide us the mechanisms to help you pursue your greatest aspirations and lasting financial well-being. We are proud to be your partner in this journey, providing sound financial guidance rooted in these timeless principles, not short-term trends, and shaped for your life and your goals.

Paul N. Feder, WMS℠

Associate Vice President Wealth Management Specialist^TM

Jennifer Lawson

Senior Registered Client Service Associate

Kim Rawlings

Vice President, Investments

Patricia Haukap

Branch Operations Specialist

Time well invested

Taking the long view makes it easier to experience the day-to-day gifts of your life. This is why we have committed ourselves to service, investing our time, industry and diligence into your financial goals so you can move forward with confidence.

Meet our team

Young woman watches as two businesspeople shake hands

Clarity at a greater scale

Your financial vision shouldn’t be confined by the next market fluctuation but aligned to a much longer sight line. Guided by timeless principles, our personalized approach helps keep your objectives in view, like planning for future educational expenses, enjoying a comfortable retirement and leaving a legacy to those you love.

Older businessman and younger man looking at tablet

Service mindful of the details

As any clockmaker knows, the further reaching one’s goal, the more essential precision becomes. We offer a wide variety of services and planning methods to support your life and your financial goals at any step in your journey.

Indian businessman businesswoman talking with laptop.

Moments in wider context

Things change, so you can expect the route to your goals to pass through moments of uncertainty. To help you engage with these events without letting them upend your progress, we offer timely financial insight and commentary from our team on our blog, Timeless Talk.