It’s been frustrating to have to report bad news in a number of newsletters this year but anyone who knows me knows that I won’t try to gloss over things. 2022 has been a tough year with War in Europe, Rising Prices across the Globe, Labour Shortages, Supply Chain Issues, …
Looking back over the past few years, one thing is certain – we can never be absolutely sure what the financial markets will do at any given time. We can study charts and graphs, both historical and forecasted, we can consult with economic experts, business leaders, and government officials, we …
Almost 750,000 Canadians are living with some form of dementia1. The personal and financial challenges can be devastating for elderly individuals as well as for the adult children who care for them. Daniel, 63, knows this story all too well. “It was about five years ago when I started …
The investment markets have been very “volatile” since the start of 2022. Volatile is just financial industry jargon that means markets move up and down. For retail investors, the biggest concern is when markets move down. Retail investors love when markets go up and usually cringe or flinch when they …
As expected, the Bank of Canada raised Interest Rates again in early June. The BOC started adjusting rates with a 25 basis point hike in March this year. That was followed by another 50 basis point rate hike in April which was the largest single rate hike in over 20 …
Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen. Concerns about recouping losses if a home is robbed, or a favorite vintage guitar is destroyed during a basement flood, are questions with very routine answers. But when …
After years of living the…
You are more experienced now…
During the last market downturn…
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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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