01. Financial Planning

We provide professional financial planning and advice to help you reach your financial goals. Our experienced financial advisor, Diane Nicholson Chennette, CHS, has been helping clients since 1996. With her expertise and knowledge, she can help you create a financial plan that is tailored to your individual needs. 

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02. Health Insurance Solutions

We also provide health insurance solutions for businesses in Trent Hills and throughout Ontario. Our experienced health insurance advisor, Diane Nicholson Chennette, CHS, can help you find the right plan for your business. Whether you're looking for disability plans or employer group benefits, we can help you find the right plan for your business.

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03. Estate and Retirement Planning

We also provide estate planning and retirement planning services to help you plan for the future. Dianne Nicholson Chennette, CHS can help you create a plan that will ensure your family is taken care of after you're gone. We can also help you plan for retirement, so you can enjoy your golden years in comfort and security. 

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Insurance Products

Retirement and investment products

 For Limited Fees and Interest on your Chequing  Account Through Manulife Bank.

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Blogs

Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded. 2025 Market Volatility: A Year in Review Even those who tried to tune out the noise found it crashing through anyway: The Spring Selloff...
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...