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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.

“Retire up to 30% Wealthier?”

With the Super Bowl “kicking” off this past weekend, no doubt many of you witnessed the continued obsession self-directed platforms put on “Retiring 30% Wealthier”. If you have seen these ads, it would suggest you would do well with them. The constant undermining of...

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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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2021 TFSA Limits Announced

The new Tax-Free Savings Account (TFSA) contribution limit for 2021 has now been released, and it is $6,000, which is consistent with the previous two years. This will bring the TFSA dollar limit from $69,500 to $75,500. If you have previously withdrawn from your...

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Top questions to ask a financial advisor

With many hundreds of billions of dollars circling the globe every day, financial markets are becoming increasingly complex. Given this, it only makes sense that your investments should be fully researched and followed on an ongoing basis by someone with the expertise...

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The Gift of Education

Did you know that over 95% of parents in Canada say they want their child to attend some form of post-secondary education? If you think about that for a minute, you will most likely come up with obvious reasons why parents feel this way. Statistics show that by...

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Why doing nothing is so hard to do

Remember: Patience is a virtue Although the best investors understand the importance of patience, it is one of the most difficult skills to learn as an investor and portfolio manager. You’ll often hear the expression “patience pays off”, but what does that actually...

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US Election and the Stock Market

As our neighbours to the south go to the polls today, we thought that it would be timely to look at the impact that US Elections have HAD on your investments and THE financial markets as a whole. Every four years, investors inevitably focus on the possible outcomes of...

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Time is money

“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it. - Albert Einstein Even in the early 20th Century, Albert Einstein knew that compound interest had the potential to change lives. It is suggested that...

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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

“Retire up to 30% Wealthier?”

With the Super Bowl “kicking” off this past weekend, no doubt many of you witnessed the continued obsession self-directed platforms put on “Retiring 30% Wealthier”. If you have seen these ads, it...

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