A breadth of services to serve a variety of needs

What we’ve learned most of all along the way is that helping people is really the number one thing we do well. It’s not about us. It’s not about the markets. It’s about clients like you. As seasoned professionals, we have certainly accrued years of financial wisdom and experience, but that only really matters if the guidance and advice we provide is right for your life.

Helping you make sense of your money, explaining things in straightforward terms you can understand, devoting ourselves to doing what’s best for you, and being here to help you tackle the important questions with thoughtful guidance and a helping hand – that’s how we plan to make a difference in your life.

Tips for Canadians Going Back to School

10/01/2023
As the summer days dwindle and the crisp autumn air approaches, students across Canada prepare to return to school.
Retirement & Estate Planning

Financial building blocks: ABC

10/01/2023
As parents we strive to provide the best for our kids.
Retirement & Estate Planning

Estate Planning: A Wise 'Back to School' Lesson for Every Family

10/01/2023
As summer winds down and the air becomes crisper, families gear up for the exciting "back to school" season.
Retirement & Estate Planning

Raymond James Total Wealth Solutions

09/29/2023
Customized, professional, wealth management advice.
Retirement & Estate Planning

Back to School Edition: Bridging the Giving Gap

09/28/2023
The decline in charitable donations is a pressing issue that affects communities at home and worldwide.
Retirement & Estate Planning

Tips And Traps For Canada-U.S. Estate Planning and Administration

09/27/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning

Oil & Gas sector

09/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing

The Ins and Outs of the First Home Savings Account (FHSA)

09/08/2023
Listen to our podcast with Ines Iraoui.
The Advantaged Investor

Insights and Strategies

08/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end, between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing

ETFs and Mutual Funds – What are fund flows telling us?

08/22/2023
Listen to our podcast with Luke Kahnert.
Markets & Investing

10 common scams and how to avoid them

08/04/2023
Familiarize yourself with these common swindles.
Life Events, Lifestyle & Technology

Navigating Generational Shifts in the Workplace

08/03/2023
The presence of five generations in a single workforce is shaking things up for business owners.
Business Ownership