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

Investments

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.
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.
Retired couple on beach
Retired couple on beach
Oct 17, 2018
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Nest egg
Nest egg
Oct 2, 2018
Any investor at any age is only one injury, illness or medical condition away from having their nest egg at risk. Here’s how your insurance program can protect your nest egg and help you meet your needs.
Grandparents and granddaughter walking in park
Grandparents and granddaughter walking in park
Sep 10, 2018
Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know.
Mother and father playing with child
Mother and father playing with child
Aug 15, 2018
When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.
Business people meeting and using tablet at coffee shop
Business people meeting and using tablet at coffee shop
Aug 1, 2018
Investor personality – essentially, your tolerance to risk – is critical in determining your asset allocation when establishing your portfolio. Here are three examples of how investor personality affects investment management decisions.
Couple reviewing documents on tablet
Couple reviewing documents on tablet
Jul 26, 2018
Your time horizon is the time period chosen until you plan to access all or the majority of the funds you’ve invested. It’s a critical part of your investment strategy because our goal is to help make sure your money is there when you need it.