Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


What we Believe...

You are Best Served by a Team Approach

There will always be a professional here to help you with your needs.

We will review your situation as a team to offer you the best solution.

Clients come First

We will never be too busy.

Clients are important to us regardless of the size of their account.

It's Important to Keep our Clients Informed

We provide newsletters, brochures and reports to keep you up to date.

We provide educational seminars on a regular basis.

An Educated Staff serves you Best

To best serve you, we must keep up to date. Many of us have educational designations. As professionals, we are committed to further development through regular attendance at industry training programs.

Our Community is Important

We support our community & our time via sponsorships, donations and personal involvement of our staff.



Scott LawrenceB.Math, CFP®, CPA, CMA

Financial Planner

Before joining us in January 2008, Scott worked as a financial controller at a manufacturing company for 8 years. He has achieved the Certified Financial Planner (CFP®), Certified Management Accountan...
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Jeff WorkmanCFP®

Financial Planner

Jeff has been involved in Financial Services since 1997. He joined us in 2000 and is a Certified Financial Planner (CFP®). Email: Insurance products available through Jeffery Workman...
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David Coad

Financial Advisor

David has been involved locally in the financial services industry for more than 35 years. Email: Insurance products available through D.W. Coad Financial Services Inc.
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Eric HedgesBA, CFP®, PFP

Financial Planner

Eric has been in the Financial Services industry since 2006. He joined us in 2016 and is a Personal Financial Planner (PFP). Email: Insurance products available through Eric Hedges.
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Dan ArbuckleCFP®, QAFP

Financial Planner

Dan has worked in the Financial Services industry since 1998. He joined us in 2016 and has completed the Certified Financial Planner (CFP) program. Email: Insurance products a...
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Jan Clifton

Administrative Assistant

Following 20 years of customer service work with a major bank, Jan came aboard in 1998. Email:
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Valerie Lee

Administrative Assistant

Valerie joined our team in 2010 with 10 years of customer service experience and 4 years in an administrative role. Email:
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Jennifer Weldrick

Administrative Assistant

Following 10 years of customer service work with a major bank, Jenn joined our team in 2017. Email:
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Erica Miller

Administrative Assistant

Following 15 years of customer service work with a major bank, Erica joined our team in 2019.
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Supporting the communities within which we work


The Multiple Sclerosis Society of Canada
The MS Society of Canada is here to ensure that no one faces MS alone. In communities across Canada, our volunteers provide information, support, educational events and other resources for people with MS and their families and work to change government practices. This work – and that of MS Society funded researchers – is supported by donors, event participants, corporate sponsors, volunteers and staff from coast-to-coast.


The Woodstock District Chamber of Commerce
The Woodstock District Chamber of Commerce is one of the largest business organizations in Oxford county. Our membership, diverse in nature, consists of 360 companies with some 6500 employees which provides the Chamber with a broad and varied base of community support. Eighty percent of our businesses are small business with 50 or less employees. 


Big Brothers Big Sisters of Woodstock
Big Brothers Big Sisters of Woodstock & District mission is to provide responsible guidance in the development of children of our community through companionship and mentoring with volunteers. 


The Woodstock Hospital Foundation
The Woodstock Hospital Foundation is a registered charity that raises funding for the latest, most sophisticated medical equipment, capital expenditures and improvements to patient care. For more than 20 years the Foundation and its donors have been the link between the essential health care governments fund and the most advanced health care possible for our community. When you support the Woodstock Hospital Foundation, your donation ensures better health care – for yourself, your family, your friends and your neighbours.


United Way Oxford
Our Mandate is, "Through shared leadership, our United Way will build a stronger community and continue to improve the quality of life for everyone in Oxford County."


The Oxford Community Foundation
The Oxford Community Foundation's vision is to: "Enhance the quality of life throughout Oxford County by fostering community philanthropy." It is an organization that oversees endowment funds and makes charitable grants to community organizations and charities based in Oxford County.


Theatre Woodstock
Theatre Woodstock is an award winning, live theatre located in Woodstock, Ontario and have been providing professional quality theatre in our community for over 50 years! Theatre Woodstock operates as a non-profit charity and is managed by a local volunteer Board of Directors.




MS Bike Tour
Having multiple sclerosis means that one morning you may not be able to walk when you wake up. Or that you may suddenly have impaired vision. Or that your memory will fail you for no apparent reason. The symptoms of MS are many and vary for everyone. It’s estimated that approximately 55,000-75,000 men and women in Canada have the disease, and every day about three more people are diagnosed. The MS Bike Tour has been a critical part of the MS Society’s fundraising efforts for over 20 years. Proceeds from this event and others like it fund innovative programs and services and support ground breaking research dedicated to finding a cure.