We're Nancie and Cindy and we would welcome the opportunity to build your financial wealth!
Phone: (905) 892-2628 ext 8207 or ext 8209
What business achievement are you most proud of?
Combined we have worked in the Wealth industry for 51 years. By keeping our skills current with today’s ever-changing markets we have been able to assist numerous members with their financial Goals. In the event of unforeseen circumstances our Members have the peace of mind knowing they and those they care most about will be looked after. We are passionate about working and living in our wonderful community of Pelham. Neighbourhood banking allows our memebers to spend time with their loved ones while remaining confident their financial plan is in place.
Where do you go or what do you do to unwind?
Cindy would spend time in her back yard with family and Nancie would go for a long walk or jog.
What two words would you use to describe Pelham?
Community focused, inviting and unique
What is your favourite part about working for a business in Pelham?
There is a true willingness and drive to support local businesses.
Tell us one interesting fact about yourself that not many people would know
Cindy has two daughters, both named Jessica. Nancie grew up on a small northern island with a polulation 1500.
In Pelham, where is your favourite place to …
Comfort Maple or jog down Effingham
Cafe on Main
Listen to Music?
Walking proudly through Pelham
Read the Morning Paper?
Online at the office