Be well-informed.

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

Wealth Planning

Couple walking in the park
Couple walking in the park
Nov 1, 2018
Scattered investments are troublesome to manage, and the lack of coordination can make it harder to reach your investment objectives. Here are five reasons you may want to consolidate your investments.
Senior couple planning retirement
Senior couple planning retirement
Oct 16, 2018
You and your spouse have been putting it off but you decide it’s finally time to get your wills and estate planning in order. Here’s what you need to know.
Woman's hand placing coin into piggy bank
Woman's hand placing coin into piggy bank
Oct 9, 2018
Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.
Father and daughter working together
Father and daughter working together
Sep 24, 2018
As baby boomers head toward retirement, many will be faced with selling or transferring a family business. Are you prepared?
Multigeneration family celebrating birthday
Multigeneration family celebrating birthday
Sep 18, 2018
When a family member is struggling with a financial issue – perhaps your parents or in-laws, or an adult child – do you ever wonder if you can ask us for advice? The answer is yes.
Mother and daughter reading book
Mother and daughter reading book
Sep 13, 2018
There's no definitive approach to helping your children financially. Here are some ways you can support your children and help them learn valuable life skills about money.
Family portrait
Family portrait
Sep 4, 2018
When your children enter their teens, life changes in many ways — including your financial life. Here’s a look at some of the major financial planning themes that arise as you navigate their teenage years.
Grandparents with granddaughter on smartphone
Grandparents with granddaughter on smartphone
Aug 27, 2018
This quarter, our wealth planning focus was on the importance of incorporating a legacy into your overall plan. We also heard from Robert Swanson, Principal & Chief Market Strategist of Cambridge Global Asset Management on the International Equity Growth Pool.
Senior adults using tablet
Senior adults using tablet
Aug 20, 2018
Fraud is one of the most widespread crimes against seniors in Canada. Here’s a look at some of today’s most popular scams, which have cost seniors anywhere from hundreds to thousands of dollars apiece.
African American grandmother reading with grandson
African American grandmother reading with grandson
Aug 13, 2018
If you have set up and contributed to an RESP for one or more of your children or grandchildren, you’ve done some valuable planning for their future education. But your planning could unravel if you do not also address what is to happen with the RESP when you die.