What is your dream?

Like it or not, finding the shortest and safest route to your dreams requires planning. Only with a carefully thought-out financial plan can you be sure to make the most of your resources and to protect against risks along the way. Find out how

The Hargrave Team

Alex Hargrave

Meet our team

Live your Dream


About Us
Alex Hargrave, BPR, started in the business in 1993 and in 2009 formed a partnership with long-time colleague Brian McMillan as they recognized their skills complemented one and another.

Our team consists of three partners and a network of professionals working together to find solutions for our clients.

Brian McMillan is a certified financial planner, Alex Hargrave is our money specialist and Patrick Garvey is the operations manager.

We create strategies for clients to help them transition through life events: marriage, divorce, birth of children, caring for the elderly and relatives, retirement, disability, sickness, death, and job loss.

Mission
To be the most respected financial services firm in the Georgian Triangle by offering individuals, families’ and business’ effective strategies through our process of team approach planning.

Vision
To help clients successfully manage life transitions.

To help clients turn dreams into realities.

Grow our organization with the right people to accomplish this, by creating a team of synergistic and knowledgeable professionals who have previously demonstrated their passion for people and what they do.

Our Role
What is important to you? ... Helping our clients and community connect with a team of professional advisors to help them accomplish their goals and dreams based on what is important to them. To listen, develop and refer always with the intent of doing what is in the best interest of the client and their family. We will find and present solutions to existing issues of concern. We will advise on future concerns based on each client’s circumstances, goals, objectives and values.

We are a supportive group of individuals that collectively offer advice and value unmatched in traditional planning venues.

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.