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

Be well-informed.

Wealth Planning

Mother, father and their adult children
Mother, father and their adult children
Jan
10
If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.
Retired woman standing in living room
Retired woman standing in living room
Jan
07
One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.
Happy couple reviewing documents on tablet
Happy couple reviewing documents on tablet
Dec
18
This quarter, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.

Investments

Two friends talking about loan
Two friends talking about loan
Jan
15
Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.

Advisor Community

Motionball Gala Halifax
Motionball Gala Halifax
Dec
17
David Jones and Chris Rafuse have a sixteen-year history of commitment and fundraising for the Special Olympics Canada Foundation. Their latest efforts, for the motionball Halifax Gala, helped raise $60,000.