Our Team

Thank you for taking the time and visiting our site. This is a result of our hard work and our desire to provide the absolute best service to all of our clients. It is our full commitment to our clients that continues to position us as a top leader of providing insurance, coaching and financial services in this industry.

 

With our twenty three years in business, the one thing that never changes is our service. We believe that no two clients are alike; therefore we strive to design tailor-made comprehensive individual and group solutions. We will do whatever it takes to get to know our clients by developing long-term relationships and will exceed our client service expectations.

We realize that, you as a consumer; have a tremendously large range of choices when it comes to picking the right insurance and financial planning products. We hope that we are given the opportunity to provide you with our services. We believe our knowledge, excellent commitment and dedication to working for you will serve you well.

Regards,

Louie Carnevale, B.Sc. & CFP
President & Executive Benefits Coaching
Proud supporters of Credit Valley Hospital and Make a Wish Foundation

Louie Carnevale is a respected financial planner with over 20 years in experience.

  • He is a Deans’s list graduate from Cornell University, New York
  • He is an Olympic Gold Medal winning hockey coach
  • He has experienced a high level of success in his personal life and career.

As a Canadian Chartered Financial Planner he has the knowledge and expertise to guide you to achieve goals of personal financial success.