Be well-informed.

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

Be well-informed.

Investments

Group of students
Group of students
Jun 27, 2019
Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you save for your child’s education.
Retired couple on boat
Retired couple on boat
Jun 20, 2019
Reducing the Old Age Security (OAS) clawback means reducing your net income. This can involve a variety of techniques that your financial advisor can plan for. Here are four strategies to consider.
Multi ethnic couple reviewing documents
Multi ethnic couple reviewing documents
Mar 13, 2019
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
Two friends talking about loan
Two friends talking about loan
Jan 15, 2019
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.
Stock market ticker
Stock market ticker
Jan 11, 2019
Within a challenging environment this year, we preserved capital with little downside for investors.
African American couple meeting financial advisor
African American couple meeting financial advisor
Jan 3, 2019
Some investors wonder if they’ll come out ahead investing in a non-registered account instead of a Registered Retirement Savings Plan (RRSP). But thanks to the significant tax deduction and tax-deferred growth, RRSPs win out.
Young boy looking at money
Young boy looking at money
Dec 19, 2018
You can’t control the markets but you have complete control over the amount you save and invest. Find out about the situations when meeting your financial objective depends on investing more.
Risk Management
Risk Management
Dec 13, 2018
Risk assets across financial markets have declined since the beginning of October 2018. It’s important for long-term investors to remember that deviations from their original plan tend to bring comfort in the short term, but disappointment in the long term.
Two women at flower shop
Two women at flower shop
Nov 13, 2018
If you want to sleep well even when markets are volatile, you must invest according to your own risk tolerance. It’s one of the most important factors in investing.
Staying on the right track
Staying on the right track
Nov 12, 2018
Stock markets were incredibly calm in 2017 with low volatility and few down days. This year has been different.

Pages