News and views

6 Ways to Save Money on Back-To-School Shopping

Back-to-school is one of the biggest shopping seasons of the year. Continue reading to check out our 6 ways to...

Read More

Monthly Market Snapshot [July]

View/Download

Read More

Advance care planning: who will make decisions when you can’t?

Life is unpredictable. Imagine you find yourself in a coma after suffering a serious car accident. You are unable to communicate...

Read More

Monthly Market Snapshot [JUNE]

View/Download

Read More

Summer Newsletter

What’s inside: Summer office hours Upcoming events True story: the importance of travel insurance And more! View/Download      ...

Read More

Peace of mind: the ultimate travel companion

The importance of travel insurance, a true story. This blog post stems from a recent experience two of our clients...

Read More

2019 Federal Budget

On March 19, 2019, federal Finance Minister Bill Morneau tabled the Liberal government’s final budget before the October 2019 election....

Read More

What is a realistic rate of return?

“What rate of return can I expect?” That’s a question we get often from our clients and especially now that...

Read More

Monthly Market Snapshot [MARCH]

View/Download

Read More

Why you should be tracking your net worth

A net worth statement is a snapshot of your assets and liabilities at a given point in time. Simply put,...

Read More