Blog

Save the Date - Charity Bonspiel

4 October, 2017

Filed Under: Events

Save the Date - Charity Bonspiel... Read More

Aging & Long Term Care in Ontario: What Do I Need to Know Now?

1 September, 2017

Filed Under: Events

Over the past year we have increasingly been asked about the challenges faced by families and individuals as they get older.... Read More

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

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

Understanding Your Statements

16 January, 2017

Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. Overall, the addition of these new sections to your year-end statement aims to enhance your understanding of the overall... 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.