Be well-informed.

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

Be well-informed.

Wealth Planning

Adult daughter embracing mother
Adult daughter embracing mother
Sep
17
It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.
Young family gathering around piggy bank
Young family gathering around piggy bank
Sep
09
You have the power to instill financial habits in your children that can last their lifetime. Learn about valuable teaching moments for tweens, teens and college and university students.
Young couple looking at tablet
Young couple looking at tablet
Aug
20
When it comes to retirement planning, should you focus on growth or safety? Here are three strategies that can help you get both security and long-term growth potential.

Investments

USD YEN
USD YEN
Sep
06
The U.S.-China trade war became a potential currency war in August 2019 when China allowed its currency to depreciate to more than 7 yuan per U.S. dollar.

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.