What We Do
We help entrepreneurs, business owners, and their families build, protect, and transition wealth with clarity and confidence.
Our approach integrates your business and your personal financial life — giving you one coordinated strategy.
Our Philosophies
Transparency
You should always know why a strategy is recommended, how it works, and how it fits your broader plan.
Thoughtful Guidance
Instead of overwhelming you with information or pushing products, we focus on what truly matters: helping you weigh trade-offs, evaluate options, and make decisions that feel right for you.
Long-Term Partnerships
Your financial life evolves — and your strategy should evolve with it. We stay connected and proactive as things change.
Precision in Planning
Some strategies can be complex — and that’s okay. We take care to design, adjust, and implement solutions with accuracy and intention, ensuring every moving part works together toward your long-term goals.
What Happen When you Work With Us
See Your Full Financial Picture
We break down everything — income, investments, tax and future goals — so you can clearly understand where you stand and what needs attention.
Fix What's Exposed
We align your investments and protection so everything works together—closing gaps, reducing risk, and uncovering opportunities.
Get Everything Under Control
We organize your accounts, documents, and key information into one secure system — so your financial life is no longer scattered or hard to manage.
Make It Clear for Your Family
We simplify your entire estate into a clear, easy-to-understand summary . so you family knows exactly what exists, where it is, and how it flows.
25+ years helping business owners take control of their future through smarter financial decisions.
"We have received a variety of advice from planning to a successful sale of our Business and Real Estate. We've been following a plan and have enjoyed a comfortable retirement ever since."
P&T B, Specialized Industrial Technical Service
Oro-Medonte, ON ~ Clients for 20+ Years
Our Team
Simon has been a business owner for over 40 years. After a decade with a major insurance company, he co-founded Atlantis Financial with his partner, Allan. His expertise lies in integrating money management and tax planning with diversified investing across business, real estate, and financial markets. Beyond professional credentials, he values the wisdom gained from working with clients over the years.
With roots in agricultural sales, Simon went on to own an agricultural supply business and now operates a successful family organic farm, Cookstown Greens. While less involved in day-to-day financial planning, he remains active in strategy and estate planning, particularly for business and farm transitions.
An avid cyclist, Simon has logged over 75,000 km on rides across North America and Europe. He recently returned to golf and still enjoys walking the farm with his dog, taking in the land he’s helped cultivate.
Catriona helps families and business owners organize the many moving parts of their financial lives. She blends strategic insight with genuine understanding, ensuring plans stay clear, coordinated, and easy to maintain — providing stability and peace of mind for the years ahead.
Outside of work, she embraces an active and healthy lifestyle, staying busy with her kids, working out, and enjoying adventures with friends. She also finds joy in her family’s organic vegetable farm, where they walk the land and enjoy fresh, homegrown food.
Austin graduated from McMaster University in 2023 with a background in finance and economics. With over two years of hands-on experience in financial planning, insurance, and investments, he works closely with the team at Financial Entrepreneurs to help individuals, families, and business owners make informed financial decisions that create lasting impact.
Committed to ongoing education and staying ahead of industry trends, Austin continually enhances his expertise to better serve his clients.
Outside of work, he enjoys golfing in the summer, playing hockey in the winter, and staying active at the gym. He also values time spent with family and friends.