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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

Market Highs vs Your Goals

Submitted by admin on
Market Highs vs Your Goals | AdvisorNet E-Newsletter October 2024
investment planning

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year.

Basics For a Wise Financial Strategy

Submitted by admin on
Basics for a Wise Financial Strategy | AdvisorNet E-Newsletter October 2024
financial strategy

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation:

Budget – Governments and businesses use budgets to properly allocate resources. It’s known as good business. A budget can help you figure out where your hard earned income is going and to identify ways to cut spending or increase savings.

Your Legacy Plan and Charitable Giving

Submitted by admin on
estate planning

Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members.

Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually from pensions and RRIFs. She was also spending an additional $20,000 a year from savings to support her lifestyle.

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