A breadth of services to serve a variety of needs

What we’ve learned most of all along the way is that helping people is really the number one thing we do well. It’s not about us. It’s not about the markets. It’s about clients like you. As seasoned professionals, we have certainly accrued years of financial wisdom and experience, but that only really matters if the guidance and advice we provide is right for your life.

Helping you make sense of your money, explaining things in straightforward terms you can understand, devoting ourselves to doing what’s best for you, and being here to help you tackle the important questions with thoughtful guidance and a helping hand – that’s how we plan to make a difference in your life.

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Markets & Investing
Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
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Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
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Tax Planning
Do U.S. Elections Affect Canadian Markets?
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Markets & Investing
Listen to our podcast with Neela White.
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Retirement & Estate Planning
What to consider in your succession plan for the Family cottage.
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Retirement & Estate Planning
Check out our latest Client Insights webinar!
Watch Video
Life Events, Lifestyle & Technology
Listen to our podcast with Neela White.
Listen
Markets & Investing