Be well-informed.

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

Be well-informed.

Health and Wellness

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.
Financial advisor reviewing financial plan with elderly couple
Financial advisor reviewing financial plan with elderly couple
Jun 28, 2018
Life is full of surprises that can put your goals at risk. Here are some examples — and some key takeaways for all investors.
Financial Advisor reviewing retirement plan with clients
Financial Advisor reviewing retirement plan with clients
Dec 11, 2017
People are living longer today than any other generation, yet the possibility of outliving ones’ assets can be a fearful reality. Here’s why understanding the realities of your retirement plan is more important now than ever.
The Joy of Aging, What Your Mother Never Told You
The Joy of Aging, What Your Mother Never Told You
Oct 10, 2016
On October 23, 2016 the 8th Annual Joy of Aging event took place to help fund the new Domestic Abuse and Sexual Assault Care Centre (DASA Program) at Mackenzie Vaughan Hospital in Richmond Hill, ON.