Blog

Investing Insights from Warren Buffett

1 June, 2017

Warren Buffett's sensible approach to investing makes his advice highly sought after. Here are three of his gems:... Read More

Taking Advantage of TFSAs

1 March, 2017

One question that often arises is whether it’s better to invest in a Tax-Free Savings Account (TFSA) or Registered Retirement Savings Plan (RRSP). If possible, why not consider both?... Read More

The Risk/Return Trade-Off

1 February, 2017

Over the long term, higher-risk investments, such as equities, have historically tended to outperform lower-risk investments, such as bonds and money market instruments.... Read More

Big Bonus, Big Plans

1 December, 2016

Many companies pay annual discretionary bonuses to employees, either at year’s end or in the first few weeks of the following year.... Read More

Take Control of Your Retirement Income

1 October, 2016

Did you know that 1 out of every 5 Canadians will be retired in 2020? By 2030, the number will approach 1 out of every 4.1 With such a significant number of Canadians approaching retirement and living off a fixed income, now is the time for investors... Read More

Navigating The Future: Why your map to financial success should include a risk management strategy...

15 September, 2016

Filed Under: Financial Planning

The best wealth management strategies do more than preserve and grow capital assets; they also account for significant changes and events that can prevent investors from meeting their life and financial goals... Read More

Chase Your Dreams, Not Investment Trends

1 September, 2016

The best way to reach your goals is to stay the course. Think about these two expressions for a minute: “follow your dreams” and “follow the crowd.”... Read More

Did You Know? Fund Facts

15 August, 2016

Filed Under: Financial Planning

Did you know? -Fund Facts is an important regulatory document that you will receive when you invest in mutual funds in order to provide you with fund specific information.... Read More

How Would You Like To Pay?

1 August, 2016

Filed Under: Financial Planning

Last year, Canadian debt levels reached another record high, with the average household having more than $1.65 in debt for every dollar of annual disposable income.... Read More

Tax & Estate Perspectives

15 July, 2016

We recently had the pleasure of hosting a client information seminar presented by Ryan Lawrence, Mackenzie Investments District Vice President, and Jackie Power, Director of Tax & Estate Planning where we heard about changes to Ontario’s Probate Process... 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.