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About Us


As a professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

David Barnes

Investment Funds Advisor

David has worked in the financial industry for over 20 years and is dedicated to providing his clients with superior investment services.

It is David's goal to provide clients with expert investment advice and service in order to build long-term client relationships based on trust and satisfaction of service.

His priority is his clients and helping them reach their retirement goals and achieve financial success through well-diversified portfolio strategies.


Mutual Funds Provided Through FundEX Investments Inc.

J. David Facey, BA, CHS

Investment Funds Advisor

I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.


Mutual Funds Provided Through FundEX Investments Inc.

Tina Farraway

Assistant to David Barnes

I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.

I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.

My primary role is to assist David Barnes to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.

To book an appointment with David to discuss your financial strategy, please contact me at: (905) 336-3336.

Yolanda Herald

Assistant to J. David Facey

I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.

I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.

My primary role is to assist J. David Facey to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.

To book an appointment with David to discuss your financial strategy, please contact me at: (905) 336-3336.