Financial Planning

 

The foundation of a solid investment strategy is a comprehensive financial plan. We offer financial planning for an hourly fee or as part of an all-inclusive asset-based portfolio management fee.

 

 

 

Portfolio Management

 

We put your interests ahead of our own or any other stakeholders through tactical evidence based portfolio management. We aim to take complexity and emotion out of investing.

 

 

 

Valuable Insights

 

We believe that keeping our clients informed and educated on money matters is the best way to ensure a successful client-advisor partnership. Sign up below for our monthly eNewsletter.

 

 

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- Become a smarter, less emotional investor
- Make smarter financial decisions with your money
- Make sense of the Canadian financial industry

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Recent Posts

What happened to all the top mutual funds?

Oct 14, 2019

Whatever happened to the top-performing mutual funds of 1994? Would they have made good investments over the past 25 years?...

What's the alternative?

Sep 17, 2019

Aversion to investing in stocks can only be rational if there truly is an alternative to invest in. Is there an alternative?...

Registered Education Savings Plans

Aug 22, 2019

Below you'll find my recently updated "RESP Wiki". As the name suggests, I update this post annually with any changes to legislation, as well as to add info based on questions from clients. It has, admittedly, gotten rather long....