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.

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...

read more

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...

read more

Crazy Time – Crazy Charts

It is a crazy time right now with wars, record fuel prices, supply shortages, rising interest rates, and the most overvalued housing market in the world (to name a few!).  We could write paragraphs on how each of these would impact (or ultimately not...

read more

The Importance of A Long-Term Investment Philosophy

As we talk to investors, we find that many of them behave the same way.  That is they behave like speculators and primarily focus on the price of what they own.  They forget to look “under the hood” to understand the value of what they own.  This seems to be because...

read more

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...

read more

Inflation and your Investments

Recently, the Bank of Canada said that inflation (rise in general price level) “has been running at a rate of close to 4% the last few months...and is expected to near 5% by the end of 2021”, reaching levels that have not been seen since the early 90’s. I’m...

read more

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...

read more

Do I need Life Insurance?

One discussion we seem to run into over and over again is the need for life insurance. It seems like a pretty simple question, but many Canadians fail to address the need for life insurance until it is too late.  It is one of the most misunderstood products in...

read more

Federal Budget 2021 update

Monday afternoon the Federal government released its 2021 Federal Budget: A recovery plan for Jobs, Growth and Resilience – outlining its policies to continue the fight against COVID-19 and to “build back better”. The program spending and tax measures announced are...

read more

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

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...

read more

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...

read more

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