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Building wealth is simple but not easy.

Personal financial strategies that are unique.

Change is opportunity.

There is a difference between an account and an individual.

Informed decisions create financial strategies.

Research that makes a difference.

Make your money work as hard as you do.

We work hard every day to be worthy of your trust

News

Posted: Thu, Jan 7

Time to Top up!

We are into a brand new year and now is a great time to top up your RRSP and/or TFSA accounts.

The deadline for 2015 RRSP top ups this year is Monday February 29, 2016.

We hope...

Posted: Mon, Dec 14

Holiday Office Closures

Our office will be closed on:

Friday Dec 25 - CLOSED

Monday Dec 28 - CLOSED

Friday Jan 1 - CLOSED

Regular office schedule will resume on Monday January 4th, 2016

...
Posted: Mon, Oct 19

Fernhill's Christmas Case-Lot Donations

Fernhill Financial is collecting non-perishable food items, toys, new clothing and hygiene products (soap, shampoo, toothpaste,etc) to donate to the Mustard Seed this Christmas Season.

The...

Posted: Mon, Aug 24

CRA Telephone Scam

Victoria police issued a warning Friday (Aug 21/15) after the number of reports of the "Canada Revenue scam" increased sharply. Here are some tips from the Canada Revenue Agency and the Canadian...

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