Our expertise. Your way.

Change is opportunity.

Make your money work as hard as you do.

Building wealth is simple but not easy.

We work hard every day to be worthy of your trust

Informed decisions create financial strategies.

There is a difference between an account and an individual.

Personal financial strategies that are unique.

Research that makes a difference.

News

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...

Posted: Mon, May 25

2014 Notice of Assessments (NOA)

Yet another tax season has passed and it's now time to watch out for your 2014 Notice of Assessment's in the mail. These come directly from the Canada Revenue Agency a few weeks after your return...

Pages