What we mean by stewardship is to take care of peoples’ investments as though we are managing our own money and we do invest in the same portfolios of funds that we recommend for our clients. We practice the same financial planning strategies that we recommend as well because we want life to be more...Read More

We want to help you be more confident about your finances and enjoy life. As Financial Advisors we give our clients the time, consideration and expertise they need to steward their wealth. A healthy financial foundation can bring peace of mind. We recommend these books to help you to build wealth and enjoy life! The Millionaire...Read More

We want you to be informed. Please watch this short video that explains how a woman’s bank accounts were accessed through an Interac payment scam on Facebook Marketplace. Feel free to forward this message to anyone who needs to be aware of this fraudulent scheme.Read More

Here is a short article with some solid financial advice: https://dfpi.ca.gov/wp-content/uploads/sites/337/2019/06/8_Tips_for_Financial_Success.pdf 8 Tips For Financial Success Article Summary: 1. Choose Carefully. 2. Invest In Yourself. 3. Plan Your Spending. 4. Save, Save More, and Keep Saving. 5. Put Yourself on a Budget. 6. Learn to Invest. 7. Credit Can Be Your Friend, or Enemy. 8....Read More

Researchers have long known of the correlation linking health, wealth and longevity. Financial preparedness can increase both lifespan and healthspan. Read More

A professionally managed, diversified, CommonWealth multi-fund portfolio can help you navigate volatile financial markets.Read More

Please find an update on the Canadian 2024 Budget:   https://acrobat.adobe.com/id/urn:aaid:sc:US:c02da49e-3a3c-49fa-a710-65c91ca16b80 Call us if you have any questions!Read More

In summary, for 2024, bank economists expect Canadian GDP to fall to a mere 0.5% while inflation should decrease to 2.6%. Read More

The chart below illustrates historical Bear Market declines for the S&P500 and following recoveries once a new all-time high was eventually achieved. On January 19, 2024 a new high was recorded following the Bear Market of 2022. Here are a few general observations: 1) Market declines can be significant. 2) Market recoveries can also be...Read More

In the fall of 2023, Canadian news outlets reported the agonizing story of a retiree, Louis Kavaratzis, when registered mail sent to him went missingRead More