“Don’t simply retire from something; have something to retire to.”~ C.S. Lewis The Fidelity Retirement Report found that attitudes towards retirement have changed over the last twenty years as the number of Canadians over the age of 65 has increased 86% compared with the 27% increase in the general population.   In fact, Fidelity reports that...Read More

“Markets eventually recover despite volatility” ~Mackenzie Investments, Market Volatility, Investors guide Over your investment horizon, it is most likely many crises will occur in stock markets.  While past events are no guarantee of future results these two fascinating charts show: The numerous upheavals in our world and in markets The market volatility and recovery in...Read More

“Reliable, timely financial advice empowers Canadians to make informed decisions.” ~Shereen Benzvy Miller, Commissioner of Financial Consumer Agency of Canada How many people are well served by their financial advisor? A 2024 YCharts survey indicates 8 out of 10 of clients want more regular contact with their financial advisor while nearly 4 out of 10 receive “infrequent...Read More

In an environment where the media bundles business news with sports, we are conditioned to hearing stock market price updates along with the scores of games.  When a sports match is very exciting, we pay attention.  Likewise, when stock markets are volatile, we are captivated.  However, it is vital to maintain a balanced perspective so that...Read More

“That fear of missing out on things makes you miss out on everything.” ~Etty Hillesum As we are all aware, particular assets can rise very sharply from time-to-time. Predictably, news stories will create anxiety by focusing on the unusual gains other market participants are making, which can influence investor sentiment quite dramatically.  As more people...Read More

“If you invest, it’s important to do your due diligence or speak with a financial advisor to make sure your finances are in good hands.” ~ Pat Foran, CTV News   A recent story reported by Pat Foran of CTV News highlights how scammers operate:    The scam appears to be very trustworthy and legitimate Quick...Read More

QUEENSBURY GROUP OUTLOOK December 2025     Most of us have experienced the anxiety or even fear which arises when the car in which we are a passenger makes a sudden, unexpected turn. The inertia of our previously forward motion now throws us sideways and our brain contemplates whether we will stay on the road or even roll...Read More

A recent study found that financial literacy has a “transformative impact” on a person’s well-being.  Positive outcomes included making better financial decisions, more confidence and less stress, and many other significant lifetime benefits such as increased retirement wealth. This study by Tryton Partners actually indicated a potential $100,000 lifetime benefit for high school students who merely took...Read More

According the Fidelity Retirement Report 2025, nearly half of Canadians without a financial advisor are not taking any steps to prepare for retirement! (see chart below).  Our role is to keep you informed and help you meet your long-term financial goals:   The deadline to make an RRSP contribution is Monday, March 2, 2026 for the 2025 tax year.  You can find your personal contribution...Read More

Most of our clients entrust us with all of their investment wealth, a responsibility we take very seriously.  We build long-term relationships, often over decades, helping clients achieve lasting financial success. We hold in-depth conversations with each client to understand their personal goals.  Our investment planning is based upon an individual’s entire financial picture. We aim to provide lifelong, tax-efficient...Read More