Be well-informed.

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

Investing Strategies

retired man and woman sitting in the park
retired man and woman sitting in the park
Sep 16, 2020
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
meeting with three people
meeting with three people
Jun 29, 2020
There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
Retired couple on boat
Retired couple on boat
Dec 27, 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.
People putting money into piggy bank
People putting money into piggy bank
Dec 12, 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.
Young family gathering around piggy bank
Young family gathering around piggy bank
Sep 9, 2019
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.
father and son on the lake shore
father and son on the lake shore
Jul 23, 2019
A registered disability savings plan is a valuable way for parents to set aside funds for an individual’s financial future. Here are the benefits and restrictions of an RDSP.
Young couple looking at laptop
Young couple looking at laptop
Jun 18, 2019
Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.
Young couple reviewing documents
Young couple reviewing documents
Mar 18, 2019
Have you noticed we’re getting fewer tax breaks? The next best way to come out ahead is to pay the tax later. Find out why tax deferral works and learn about some key methods available.
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.