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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Recent Posts

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....

The Death of Equities

Aug 13, 2019

40th Anniversary Special...

Why Index?

Aug 06, 2019

Many people espouse index funds because of their low cost and the overall less-than-stellar track record of active management. Well, here are a few more reasons why indexing trumps active investing....