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

RESP
Jun 11, 2020
Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.
Oct 2, 2019
In December, many people face a time crunch with holiday planning and end-of-year tasks. But you can reduce the stress by getting a head start on your financial to-do list. Here are some steps you can start planning now.
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.
Dec 6, 2018
There’s no doubt that some of your New Year’s resolutions will be financial in nature. The problem is that resolutions often go unresolved. Here are six tips to help you keep your resolutions.
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.
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.
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.
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.