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

Investing and Planning with a Professional

1 May, 2017

How investors benefit from the value of financial advice. We are living in a time of significant change in financial markets and economies around the world.... Read More

How much retirement income is enough?

15 April, 2017

Many Canadians are either misinformed or working on the wrong set of assumptions when it comes to planning for their retirement years and retirement income. Getting educated on how much you will need, and where it’s going to come from is a critical p... Read More

Inheriting a Responsibility

1 April, 2017

Joy. Relief. Anxiety. Sadness. These are some of the emotions that people feel when they receive a large inheritance. While an inheritance allows you to put many of your financial concerns aside, you may also be dealing with the death of a loved one,... Read More

Important Money Dates and Resources

15 March, 2017

Now that RRSP Contribution deadline has passed many people are turning their attention to gathering all of the bits and pieces required to complete their 2016 Income Tax Return.... 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

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

Your Brain, Your Finances and Your Advisor

1 July, 2016

  How does investor psychology affect the way you invest? Have you ever bought something on sale that you didn’t really need simply because it was on sale and it was the last item of its kind in the store? Then, you never used that item and it sat around... 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.