Independent Thinking
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.

2021 – Take Steps Towards Financial Independence

Going into 2021, we challenge you to do two things: focus on your physical health and take steps towards becoming financially fit. The first goes without saying, health is one of the most important things we have. Without our health, our finances (and almost anything...

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The Year Ahead

As we meet with clients this year, we are continuing to focus on three main issues. First, understanding how much volatility you can live with. There's no reason to believe that markets won't continue to gyrate – we strive to work through how much short-term...

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New Years Resolution Psychology

Research has shown that about half of all adults make New Year’s resolutions. However, according to Mark Griffiths, Director of the International Gaming Research Unit and Professor of Behavioural Addiction at Nottingham Trent University, fewer than 10% manage to keep...

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Budget Highlights 2016

It’s important for us to stay on top of issues that pertain to you and your family’s financial health. Below is a brief overview of the Federal budget introduced by the new Liberal Government on March 22nd . We will adjust our tax planning strategies as required for...

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The Millionaire’s Mind

The recent death of Dr. Tom Stanley, who was in the media recently as a result of being killed by a reckless driver, prompted me to re-read a book of his I had sitting on my bookshelf. I first read his book over 15 years ago, titled The Millionaire Next Door, which...

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7 Financial Rules You Should Never Forget

Don't try to predict the future. A little more than a decade ago: Greece was strong. Russia was bankrupt. Oil cost $13 a barrel. AOL dominated the Internet. Smart economists thought the government would pay off the national debt by 2009. Apple (Nasdaq: AAPL ) was a...

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The Big Picture 2012

With the beginning of a new year, we thought it would be a good time to pass along an interesting chart to help us all understand The Big Picture as far as a history of investing and the economy goes. The link at the bottom of the page will bring you to an historic...

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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

Managing Expectations

A recent global survey of individual investors from Naxtis Investment Management surveyed over 8,000 investors from 24 countries to see how the pandemic affected their finances, health, and...

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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