Financial Management – Charting Your Course

29 September, 2016

Mastering money these days is not a simple task. Making sound financial decisions requires knowledge of a myriad of financial choices – and that’s not even considering saving for retirement, pensions, education savings, taxes, risk management, social... Read More

TFSA’s are for everyone

15 September, 2016

October will once again usher in small business month. If you are a small business owner operating as a corporation, or if you are a professional operating through a professional corporation,... Read More

Is there a “safe money” alternative to low-paying GIC’s?

1 September, 2016

A client of mine, Pete, recently referred his mom and dad to me. His parents, we’ll call them Fred and Barb, wanted to discuss what to do with some money they had recently come into.... Read More

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.