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.

Portfolio Strategy

03/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing

Men, the Home and Gender Equity

03/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology

Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam

03/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing

Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

03/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing

Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation

03/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor

Insights and Strategies

03/01/2023
To investors’ surprise, the hawkish narrative has resumed, following stronger-than-expected economic releases on both sides of the border for employment, inflation, consumer spending, etc.
Markets & Investing

Your Pathway to Better Brain Health

02/23/2023
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology

Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities

02/23/2023
Listen to our podcast with Harvey Libby.
Markets & Investing

A discussion about opportunities in the Canadian energy sector

02/17/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing

Markets so far in 2023 and where they may be heading

02/09/2023
Listen to our podcast with Nadeem Kassam.
Markets & Investing

2023 Outlook with our Chief Economist

02/03/2023
Listen to our podcast with Eugenio Aleman.
Markets & Investing

Which Pension Option is Best for Me?

Good news! As part of the many years devoted to your employer, you have accumulated a substantial defined benefit pension.
Retirement & Estate Planning