Experience
Working For You.

Insights

Stay informed and on top of your finances with valuable insights, financial news and helpful tips that will bring a fresh inspiration towards growing your wealth.

LIFE BOAT DRILL!

As most of our long term clients can attest, our constant focus is on controlling not only our, but also our clients’ behaviour so that we all become great long-term investors. We do this by restraining our natural tendencies towards greed and fear when dealing with...

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Tax Free Saving Accounts (and other things!!)

The term Tax Free Savings account (TFSA) is a misnomer in that it implies that it must be a “Savings” account that is held within your TFSA. In reality, a TFSA is just a type of investment account where you can hold almost any kind of investment with the benefit being...

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It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Recent Posts

Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James