Financial clarity for affluent Canadians.
Get accessible and personalized financial advice in-person or from the comfort of your home.
Our approach
We are a team of financial planners, advisors, and insurance experts who provide high-quality financial advice. As a full-service advisory firm, we help clients with investing, tax planning, insurance, estate strategies, and more. Let us connect you with an advisor who understands your goals and is available to meet with you, in-person or online.
Providing you with a clear path forward
All your meetings are held in a comfortable, professional setting designed to give you privacy, clarity, and confidence. We offer thoughtful, one-on-one conversations, personalized advice, and a commitment to helping you feel fully supported every step of the way.
In-person and remote options
Our office is conveniently located in Mississauga. Prefer to meet from home or while traveling? No problem — we offer secure virtual meetings, so you can access expert financial advice wherever you are.
Our services
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Financial Planning
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Investing
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Insurance
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Estate Planning
Meet your team
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Abby Strohmeyer
Executive Assistant
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Alaeddine Jabri, CFP®, CLU®
Certified Financial Planner
Wealth Advisor
Managing Partner | Longevity Achieved -
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Anna Khan, MBA
Wealth Advisor
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Ashley Lalonde
Founder | Longevity Achieved
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Andrew Rolston
Lead, Growth & Strategy
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Cameron Reid, MBA, CFA
Chartered Financial Analyst
Portfolio Manager
CIO | Proof Capital -
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Chris Arthur, CIM, CFP®
Chartered Investment Manager
Portfolio Manager
CIO | Bold Wealth -
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Cindy Marques, CFP®
Certified Financial Planner
Wealth Advisor -
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Craig Ripley
Wealth Advisor
President | Longevity Wealth -
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Deron Cousens
Wealth Advisor
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Jeremy Kaliel, MBA
Associate Portfolio Manager
CEO | Proof Capital -
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Jordan Hinchey
Wealth Advisor
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Marcais Bowen, PFA®
Insurance Advisor
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Matthew Ford, CFP®
Certified Financial Planner
Associate Advisor -
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Nora Meza
Insurance Advisor
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Sergio Montano, CLU®
Chartered Life Underwriter
Insurance Advisor -
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Terri Hofan
Wealth Advisor
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Thomas Truong
Administrator
“My perspective shifted profoundly upon meeting my Advisor. Their depth of knowledge and willingness to share it left an indelible impression. I now navigate my financial future with ease, thanks to their exceptional advice”
—ROBERT D., LONGEVITY CLIENT