The History of Our Location

The rich architecture dating back from 1909 was carefully restored while updating the location to create a warm and inviting space for Ed to meet with his clients.

Ed, along with his wife Jackie purchased the St. Catharines location in 2007 and quickly began renovations in 2008.

The doors officially opened in 2009.

The decor and ambiance is a warm and inviting feel.

We welcome you to visit.

About Edward Van Der Kooi

Edward Van Der Kooi left a 14-year career in information systems consulting to launch his financial planning practice in 1994. He has since obtained his life insurance license and completed numerous seminars and courses to enhance his financial planning knowledge and add value for his clients. He has been recognized for excellence by his clients, who voted him Best Financial Planner in the 2006, 2007 and 2008 St. Catharines Standard Readers’ Choice Awards.

Edward specializes in building wealth for average Canadians by implementing a specialized tax deducting strategy that has been used by the wealthy for many years. The strategy may not require any additional cash outlay above and beyond your current mortgage payment.

Edward’s philosophy is: “If you want it, plan on it. Little is achieved without a plan. But with a plan anything is possible!” Edward enjoys fishing, sports and coaching hockey. He lives with his wife Jackie and 3 boys in St. Catharines.

Joanne Plachy,
Administrative Assistant
joanne.plachy@bbsl.ca

Before acting on any of the above, please consult with a professional for investment or tax advice based upon your personal circumstances, risk tolerance, and needs.