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.

Key Person Insurance: How to Recruit, Retain and Reward Great Talent

03/24/2023
How to Recruit, Retain and Reward Great Talent.
Life Events, Lifestyle & Technology

Charitable Donations Through Your Corporation

03/24/2023
You may be aware of the generous tax incentives offered by the Canadian government for personal donations made to a registered charity.
Life Events, Lifestyle & Technology

How to Manage Debt Efficiently

03/24/2023
Many people dream of being debt-free.
Life Events, Lifestyle & Technology

Business Succession Planning and Personal Estate Planning

03/24/2023
Running a business on your own can be difficult, let alone a family business. Like any business, running a family business has its rewards and challenges.
Life Events, Lifestyle & Technology

Portfolio Strategy

03/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing

Men, the Home and Gender Equity

03/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology

Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam

03/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing

Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

03/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing

Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation

03/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor

Insights and Strategies

03/01/2023
To investors’ surprise, the hawkish narrative has resumed, following stronger-than-expected economic releases on both sides of the border for employment, inflation, consumer spending, etc.
Markets & Investing

Your Pathway to Better Brain Health

02/23/2023
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology

Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities

02/23/2023
Listen to our podcast with Harvey Libby.
Markets & Investing