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About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Ron Cooke


Ron started his business in September 1990. As a seasoned broker, he maintains close relationships with all major insurance and financial services companies.

Over the years, Ron has assisted numerous individuals, families and business owners in planning for financial freedom. Ron prides himself in building long term business partnerships.

He works with each client to uncover needs, goals and opportunities. He works diligently to implement customized plans while creating peace of mind. His knowledge, creativity, experience and “no pressure” approach help to grow the business while receiving countless referrals from existing customers.

Ron conducts seminars with renowned tax lawyers and chartered accountants throughout the year, to further enhance service to his customer base. This expertise is invaluable to business owners in reducing overall taxes.

Ron is proud of his team and their commitment to quality customer service!

John Cooke


Kandace Newell

Group Administrator/Partner