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Welcome


You are not a dollar sign. In today’s era of mass market investment products, some financial agencies see clients as little more than numbers in a ledger.

We see our clients as people. Pat Weir and her team of professionals provide clients with sound advice to help them build their life to achieve their life goals.

We provide quality financial advice, coaching and a wide range of planning solutions. We offer personal and accountable service for clients from all walks of life.