People who have financial advisors gain many advantages.   One of the greatest benefits is that we make complex concepts simple.   Here are three simple steps that can help you to increase your wealth: Find Strategies to Save Money – Whether you are retired or planning for retirement, we can provide proven ways to help you...Read More

“Most of the time the world doesn’t come to an end.”  ~ Ben Carlson In 2025, we helped clients to endure another scary stock market correction and to benefit from its subsequent strong recovery.  We are delighted to share with you this brief article which wisely summarizes this current year in financial markets:   Staying the...Read More

A Will is an essential part of your Estate Plan. The Angus Reid Institute surveyed Canandians and found that more than 50% of us don’t have a Will and nearly another 15% say their Will is out of date.  We know the difficulties that arise if someone we love passes away without a proper Will.  ...Read More

Police are warning Canadians about this new and dangerous scam.  People appear to call from major financial institutions and seem to be legitimate because they know your personal information. They follow up at your door as “bank investigators” claiming to protect you from fraud.   To be forewarned is certainly to be forearmed.  Watch this video...Read More

“There is a symmetry to bear markets in the short-term. In the long-term there is an asymmetric relationship between bull and bear markets. You just have to survive the short run to get to the long run.”  ~ Ben Carlson Bulls and bears represent stock markets because of the way they attack. Bulls fight by...Read More

We were recently interviewed on Counterpoint with Tanya Granic Allen. “Managing Your Finances in Today’s Economy” plus our unique “pension-style” of investing.  The video is 22 minutes.  Here’s the link: https://vimeo.com/1122973363 Enjoy!Read More

We must always stay vigilant to reduce potential cybersecurity threats to our systems and data.  Phishing is a type of cyberattack that tries to trick you into revealing sensitive information like usernames, passwords, or financial details.   Criminals use deceptive emails, messages, or websites that appear legitimate so be careful if you are unsure about any email,...Read More

We provide a fairly unique approach to our minimum account size. Although we came from financial institutions that reserved their top drawer investment services for very high net worth clients, we care more about creating solid professional relationships than about creating barriers to our premium financial services. We recognize the importance of getting an early start...Read More

You become a business owner when you invest in stocks, so naturally you are interested in the profitability of your businesses. This chart demonstrates how S&P500 corporations have overcome tremendous economic challenges. They grew by creating new products, inventing more efficient technologies, and developing new markets.   Although profits cycle up and down, over the long...Read More

We have a question for you! Q: How do you quantify the value people recieve from financial advice? A: By wealth accumulation over time, which is documented here:  Wow! So, why does working with a financial advisor have such a positive impact? One important reason is that financial advisors invest for the long term.  Plus,...Read More