Comprehensive guidance to support your needs

While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.

Calculators

02/17/2022
Education Planning Tax Benefits of an RESP Financial Planning ...
Raymond James

Insights and Strategies

02/01/2022
As we embark on a new year, which so far has been anything but sunshine and rainbows, we thought it would be helpful to highlight several investment themes our research teams in Canada and the US have highlighted recently and which we also view as interesting for 2022.
Markets & Investing

Insights and Strategies

01/04/2022
It's been almost two years since the onset of the pandemic, with COVID-19 as the primary driver of macroeconomic and financial performance across markets and asset classes globally.
Markets & Investing

Managed Money Report

12/21/2021
Associate Vice President & Portfolio Manager, Spencer Barnes, joins the Advantaged Investor to discuss the edition of the Managed Money Report.
Markets & Investing

Invest to Achieve Specific Goals

Traditional portfolios are designed to achieve maximum returns for a given amount of risk.
Retirement & Estate Planning

Financial strategies for women preparing to divorce

Consider these 7 top money matters to navigate a divorce and avoid unwanted surprises
Retirement & Estate Planning

Budget your way to wealth

Just under half of Canadians (49%) have a household budget
Retirement & Estate Planning

Canadian and US dollar update

12/08/2021
Fixed Income and Foreign Exchange Specialist, Ajay Virk has returned to give us a currency update
Economy & Policy

Are Your Important Documents Secure and Accessible

Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Life Events, Lifestyle & Technology

Mentoring: The 15-Minute Game Changer

Despite the small investment of time, mentoring reaps big rewards for both parties involved.
Business Ownership

Business Goals for 2022

From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership

Let’s Talk About Trusts

11/17/2021
Damian McGrath, Senior Trust Advisor with Raymond James Trust (Canada), joins the Advantaged Investor to discuss trusts
Retirement & Estate Planning