About Us

Jennifer Cook CFP, RHU, EPC and Les Zacharias CFP

Jennifer and Les are Certified Financial Planners with over 45 years of combined experience in the financial services industry. They specialize in reducing longevity risk from their clients' financial plan. This is achieved through the development of plans that accommodate for both the expected and unexpected events that are presented throughout one's lifetime.

Jennifer and Les can help you manage and maintain your wealth through a variety of financial planning tools, such as Segregated Funds and Guaranteed Investment Certificates (GIC's). Les can help you with your Mutual Fund Portfolios and investment objectives through Investia Financial Services. Through actively engaging their clients' in their wealth management plan, they are able to assist their clients' in maintaining their standard of living and plan for a comfortable retirement.

In addition to managing money, it is equally important to manage risk. As specialists in the areas of Life, Critical Illness and Disability Insurance, Jennifer and Les can help you plan for the unforeseen, allowing you to protect your assets and maintain your standard of living in the event the unexpected occurs.