Meet. Plan. Succeed.

Our clients’ dominant focus is to take good care of their families and their businesses. We work to
provide tailored financial plans that help provide security and guardianship.

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Our Services


Family wealth at all levels needs to be efficiently organized for good management, tax efficiency and future planning. We apply sound insurance strategies that protect your goals.

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Our unique approach to business planning encompasses your personal and business situation and is part of a complete financial strategy. For business owners that are at or near retirement, the issue of succession cannot be ignored.

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Investments can play a key role in your financial security plan and your ability to achieve your short and long-term goals. An individualized asset allocation strategy can mitigate the risks of any one asset class though diversification and balance.

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Why deal with MPS?


You care about
protecting your family

We make you feel confident
you will meet your goals.


You want to leave
a lasting legacy

We show a path that’s clear
and easy-to-follow


You want to minimize
your tax exposure

We help assess and
mitigate risk

Ready to Secure Your
Financial Future?

Contact us today for a free consultation and let’s take the first step toward achieving your financial goals and dreams.

Let’s get started

I have been dealing with Pat and his firm for almost 20 years. He knows the needs of my profession and has done a top drawer job in helping me secure mine and my family’s future. His son Nathan joined the firm in 2012 so I know I will have the same great planning well into my retirement.

Dr. Kevin E. Lung, B.Sc., D.M.D., M.Sc., FRCD(C)

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For Dental Students

Contact us today for a free consultation and let’s take the first step toward helping you achieve your financial goals and dreams.

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