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Posted: Wed, Oct 23

A Staff Member Runs the Half Marathon!

On Sunday October 13, 2013 at 7:30am, our very own staff member, Carey Pollock, ran in the Goodlife Half Marathon!  A course that winds through downtown Victoria, Beacon Hill, along Gonzales and...

Posted: Wed, Oct 23

Due Diligence Trip to LA

This past September, David and Deborah attended a due diligence trip to Los Angeles to meet with managers from CI Investments. It was a 2 day trip with approximately 1400 people in attendance. ...

Posted: Wed, Jul 17

New York! New York!

Last week David & Deborah had the priviledge to go to New York City to attend a Due Diligence conference and meet some of the money managers with Manulife Financial. It was a whirl wind week...

Posted: Mon, Jun 24

Insurance Options For Your Home

Jared Webb was recently interviewed by MorningStar about insurance for your home and the different options you can have. Attached is the link to the article for your reading pleasure.