We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.
Our process
Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy.
By focusing on your personal goals and financial objectives, our process enables us to customize a financial plan that's tailored to your unique needs.
What people are saying...
“We’ve been dealing with Craig for a number of years and he’s like part of the family. He’s always available to answer our questions or concerns, and the information provided by him”
Apply for travel insurance
Travel insurance is important to help protect you, your family or visitors to Canada from costs that can occur due to an unforeseen medical emergency during a trip or an unexpected reason to cancel or interrupt a trip. Without it, travellers may be left to pay significant out of pocket expenses.
Charity contributions
Intrepid F.S. is proud to be a platinum sponsor of Halton Walk for Down Syndrome. HDSA is an organization that is dedicated to improving the quality of life for people with Down syndrome and their families.
Take action
Are you ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.
Book an appointment with us today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.
