We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from investing and...

Markets have been performing well recently, but we’ve lived through crashes, corrections and recoveries over the past few years. The...

An important part of wealth planning is managing the unexpected, which comes up throughout this newsletter. For example, the page 2...

It’s a good idea to review your will periodically. Do you have a beneficiary to add or inheritance amounts to change? Is your named...

Some investors worry that world events such as the Ukraine and Middle East conflicts will affect their investments. The important thing...

Just about everyone struggles with a financial decision from time to time. Please know that you can talk to us whenever a financial...

Life is a little slower in summer, so it’s a great opportunity to take care of one of the financial to-dos on your list. From building...

Are you making the most of your Tax-Free Savings Account (TFSA)? What’s most important is that a TFSA’s investments are aligned with its...

Every January, forecasts in the media predict where the markets are heading. But you’re certain to hear conflicting views because these...

Get a head start on year-end to-dos. Contribute $2,500 to your RESP to trigger this year’s $500 grant. Make charitable donations by...

Summertime is family time, so how about reviewing the ways you’re supporting your children’s future? For example, make sure your...

Spring is in the air, a time of change. It’s a theme that applies to our relationship – when you have changes in your life, we want you...

Please accept our best wishes for the year ahead. If you’re planning a life or financial change, we can help. Let’s review your goals and...

Everyone has had those moments where they take a look at their finances, and they aren’t happy with what they’re seeing. A build up of...

The time has come to open your windows, shake out your mats, enjoy the fresh air, and start your Spring cleaning. We all know that...

The final days of cold winter weather are almost behind us, and in its place comes Spring and the budding of new life. May is an exciting...

Financial wellness is not just something you need to focus on in your younger years. Close to 30 per-cent of Canadians will be 65 years...

Filing your income taxes is something we routinely do each year. We collect the necessary paperwork, forms, and receipts and either head...

Have you thought about what you want to be doing in five years? What about in 20 years? Planning and setting goals for yourself help you...

The season of giving is around the corner, which means the season of spending is right there too. Creating a budget (and sticking to it)...