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Who are we:

A client driven financial services enterprise, founded upon the principles of:

  • Creative Thinking and Planning

  • Customized Product Solutions....designed to meet personalized objectives and needs, and

  • Precise and Targeted Action Plans.....formulated to get you where you want to go.....with the ongoing guidance and support of the truly Independent Professional Advisor.

Recent Articles

Saving for a Financial Emergency

Submitted by admin on
investment
tfsa
saving strategies

It is next to impossible to know when you might be impacted by a financial emergency; therefore, it is important to be prepared for something unforeseen in the future. Most people have heard the saying about saving money for a "rainy day". With the right forward planning, there is a great chance of being able to avoid a financial crisis should this present itself at a later date.

How much emergency funds are enough?

Selecting the Right Retirement Destination

Submitted by admin on
retirement
retirement planning

Choosing a retirement location can be a stressful experience, especially when you combine your own questions with the pressures you might be receiving from loved ones to live near them. Here are ten tips to help ensure that your retired life is as wonderful as it can be.

America Decides

Submitted by admin on
investing
investment planning
investments

On November 8, 2016, Americans will elect the 45th President of the United States. Many Canadians have been vehement and passionate observers of every twist and turn of the campaign. Yet, once you strip away the nasty name calling and accusations of one kind or another by both candidates, you are left with their policy pronouncements.

The one area that impacts Canada and the rest of the world directly is that of economic policy, which has very little that separates the two candidates except for some subtle and nuanced differences.

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