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
“Know what you own and why you own it.” ~ Peter Lynch A foundational principle of money management is to own quality investments. Well-managed companies with financial strength, high profitability, and competitive advantages should provide superior risk-adjusted returns over the long-term. Yet, there are often significant periods when quality stocks can appear to be less attractive if...Read More
“The stock market is a giant distraction to the business of investing.” ~John Bogle Did you know the best days in the stock market have occurred during a bear market and shortly thereafter? Case in point: April 9, 2025 produced the eighth largest S&P500 gain in history of + 9.52%! In fact, nearly all the best 50 days in the...Read More
We remind you that your TFSA contribution limit is $7,000 beginning January 1, 2026. The Tax-Free Savings Account provides many benefits to Canadians over 18. Top 10 TFSA benefits: Tax-free growth Tax-free withdrawals No age limit for contributing once over 18 Carry forward contribution room A wide range of investment choices Freedom to withdraw funds at any time Ability...Read More
We had the honour of meeting The Right Honourable, Stephen Harper. Our former Prime Minister spoke at the Ritz Carleton for an “Outlook Event” sponsored by Franklin Templeton on November 25, 2025 and we also had the privilege to speak directly with him. We recieved valuable information regarding financial markets, and in particular, insight into...Read More
“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” ~ Peter Lynch, Fidelity Investments When stock markets go up for a long period of time investors naturally tend to become complacent. We forget what it feels like...Read More
“The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd.” ~Warren Buffett One of the greatest investors of all time, Warren Buffet, will retire at the end of this year. What made him so successful was, in part, his...Read More
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
