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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.

Investor Behaviour

The Millionaire’s Mind(set)

There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko.  Every time we open it up again, right off the bat you see “Wealth is what you accumulate,...

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2024 TFSA Limit and Insights

The new Tax-Free Savings Account (TFSA) contribution limit for 2024 was released last month, and it is $7,000, bringing the TFSA dollar limit from $88,000 to $95,000 (assuming you were 18 in 2009).  The TFSA is an amazing account for Canadians, but for many new...

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“Comparison is the Thief of Joy”

As you (hopefully) find time for relaxation in the last few weeks of summer, we wanted to leave you with some food for thought and a timeless reminder of successful long-term investing:  Reviewing a portfolio too often isn’t good for you OR your portfolio...

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The Year Ahead

The last 12-15 months have undoubtedly tested investor’s patience. Many factors – inflation, rising interest rates, and choppy equity markets are seemingly converging all at once, which has led to the abundance of recession headlines for 2023.   In times like...

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Back to the Basics

The past 12 months have not painted a pretty picture for stock markets around the world. The last few years made investing look easy, and this year has served as a little reminder that successful long-term investing is anything but easy. With all the negative...

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Slow & Steady Wins the Race

In North America, the majority of investors get their financial market updates from television and news media sources. Inevitably, that means over the past couple weeks your morning headlines (which are primarily geared to the USA) would have read something along the...

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War, Geopolitics, and the Economy

Like most of you across the country, we’ve been following the humanitarian crisis in Ukraine and our thoughts remain with all the families affected by these seemingly unconscionable actions. Events like this put life into perspective, and if the stock market is one of...

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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 emotions. A key finding was that “despite the stress presented in the past 18...

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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!

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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

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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.

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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.

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