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.

Insights and Strategies

10/01/2024
Do U.S. Elections Affect Canadian Markets?
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Markets & Investing

The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)

09/25/2024
Listen to our podcast with Neela White.
Listen
Retirement & Estate Planning

The Family Cottage

09/19/2024
What to consider in your succession plan for the Family cottage.
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Retirement & Estate Planning

Life Stages and Events: Where Insurance is a Strategic Wealth Solution

09/19/2024
Check out our latest Client Insights webinar!
Watch Video
Life Events, Lifestyle & Technology

The Advantaged Investor: Financial Planning – Considerations for Women Investors (Episode 102)

09/10/2024
Listen to our podcast with Neela White.
Listen
Markets & Investing

Insights and Strategies

09/03/2024
Lies, Damned Lies, and Statistics.
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Markets & Investing

The Advantaged Investor: Fixed Income Market Volatility and a Mid-Year Update (Ep 101)

08/27/2024
Listen to our podcast with Harvey Libby.
Listen
Markets & Investing

Advisor Impersonation Warning

Many scams and fraudulent activities attempt to imitate investment dealers or financial advisors to gain access to your personal and financial information.
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Life Events, Lifestyle & Technology

Market Volatility and a Mid-Year Equity Market Update (Ep 100)

08/15/2024
Listen to our podcast with Neil Linsdell.
Listen
Markets & Investing

Empowering Women Investors

08/12/2024
Discover how our financial advisors help women reshape the landscape of investing and achieve financial security, prosperity and wellbeing.
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Life Events, Lifestyle & Technology

Insights and Strategies

08/01/2024
Is It Time to Broaden Our Focus?
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Markets & Investing

Fixed Income Options for Portfolios (Ep 99)

07/23/2024
Listen to our podcast with Charlotte Jakubowicz.
Listen
Markets & Investing