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.

Liberals win 4th term - looking at market performance under various governments
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Markets & Investing
Watch our latest Client Insights webinar.
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Markets & Investing
Market volatility can feel like navigating choppy waters without a compass.
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Markets & Investing
Examining how markets perform through economic contractions
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Markets & Investing
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
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Markets & Investing
The week after liberation day takes markets on a roller coaster ride
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Markets & Investing
Fast Takes on Market Trends
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Markets & Investing
Liberation day tariff package hits hard around the world.
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Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
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Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
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Tax Planning
The sale of a business opens multiple options in retirement.
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Retirement & Estate Planning