When you’re going on a journey, there are three essential questions to ensure you have a great trip. How will I get there? How much will it cost? How will I deal with the unexpected? Answering these questions thoughtfully will allow for a more pleasant trip. A written financial …
We’ll ask everyone to bear with us in October as Portfolio Strategies will be moving to a new back office system called Viefund. This won’t change anything with your investments but it will change the way us advisors do trades. This will mean some new forms and more client-friendly systems …
During the past several months, a few clients have expressed concerns about world events and the potential impact on their investments. Concerns cited have included the ongoing Russia-Ukraine war, rising interest rates, inflation, recession, and weak economic news and so on. If you have questions about current economic news …
With the turbulent times we have been experiencing in the markets, more people are considering annuities to ensure a certain income in their retirement years. It might not suit everybody to put some of their funds into annuities, and there is always the question of how much do you invest …
An important retirement planning skill is having the ability to “sniff out” the future direction of various factors, such as inflation and interest rates for their potential impact on future household spending and savings efforts. “Reading the tea leaves” is a folk lore expression related to the practice of attempting …
We had a great August this year with a big drive from Calgary to Southern Ontario. We got to spend some time with friends along the way in Saskatchewan and Manitoba. Once we got East of Winnipeg, we were exploring new territory and got to see a lot of places …
After years of living the…
You are more experienced now…
During the last market downturn…
About Us
We serve individuals, families and businesses in the Mission area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
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