Invest in yourself and what matters most to you.
Loved ones, lifestyle, security, and peace of mind – We design financial solutions based on who you are and what you want out of your life.
Your financial security and peace of mind is important to us.
At Cherry Hill we really get to know our clients by listening to you and learning more about your financial needs and wants. Then we create a plan together and guide you along the way so that you can feel safe and secure with our advice and your financial future.
Taking the time to really know each other.
The more we know you, really know you, the easier it will be for us to provide you with the best advice, and we want you to get to know us as well. Our conversations will get personal and candid as we get to the core of what really drives your financial wants and needs. It’s a combination of the good and the bad, just like real life.
Balancing your financial goals with reality.
We all have dreams of what we want our lives to be and how to best take care of our loved ones. We will always guide you toward your financial goals but we will never promise you something that is not attainable. We will be truthful with what is possible and help inform your decisions along the way.
Building a financial roadmap that works for you.
With a strong understanding of who you are, what you want in life, and what is possible, we will work to provide you with a financial roadmap that helps you manage your financial future. We want you to enjoy life in a way that is right for you. As your goals shift, so does your financial plan. We are flexible like that.
Staying in touch with each other.
Our work together is never-ending and we are going to be here with you for the long haul. People’s lives go through stages and experiences that can cause us to change our minds with regard to what is important. Keep us front of mind with the changes in your life so that we can adapt your plan to reflect your new reality.
Our client relationships mean the world to us.
Thank you for your trust.
“[They] are truly interested in their client’s needs, their changing circumstances and preferences... [They] explain everything thoroughly and encourage me to question and express my opinions. This kind of personal service is rare in today's world.”
— Patricia C.
“[They have] helped me & my family move through many financial decisions with their extensive knowledge and far reach into our community. I love having all of my financial, mortgage, investment, insurance and accounting questions answered in one place!!”
— F.M.
“[They] took their time and explained all the benefits and consequences of different plans... [They] truly enjoyed trying to find the right plans for me and my family, and to be honest [they] actually turned planning for the worst into an enjoyable endeavour.”
— Andrew M.
We’re excited to meet you.
We’ve aligned ourselves with Harbourfront Wealth Management.
It was important for us to find a partner who aligned with our values and could help us deliver the financial products and knowledge needed to provide you with the level of care, transparency, and opportunity that never seemed possible when partnering with the bank-owned conglomerates. We’ve found that partner in the Harbourfront team.
Book a consultation with us.
Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you.