Be well-informed.

We are committed to providing clients with timely information on investments, wealth planning and our community.

Be well-informed.

Wealth Planning

Retired couple celebrating outdoors
Retired couple celebrating outdoors
Aug
12
Trusts are a great tool for succession and wealth planning, however you should be aware of the 21-year rule. This is what you need to know.
Multi ethnic couple working together
Multi ethnic couple working together
Jul
15
It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.
Young couple reviewing documents
Young couple reviewing documents
Jul
04
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all – and could even benefit you both.

Investments

father and son on the lake shore
father and son on the lake shore
Jul
23
A registered disability savings plan is a valuable way for parents to set aside funds for an individual’s financial future. Here are the benefits and restrictions of an RDSP.

Advisor Community

Jack Lumsden coaching Burlington football team
Jack Lumsden coaching Burlington football team
May
07
Jack Lumsden has been a football coach and mentor to young boys for over 15 years. He’s helped them win a Halton Junior Championship along the way.