Our expertise. Your way.

Research that makes a difference.

Personal financial strategies that are unique.

Make your money work as hard as you do.

There is a difference between an account and an individual.

Informed decisions create financial strategies.

We work hard every day to be worthy of your trust

Building wealth is simple but not easy.

Change is opportunity.

Financial Literacy

Posted: Tue, Jul 22

Timing as Critical as Coverage

When I first approached "Tom" about the impact a critical illness would have on his family's finances, he could see the potential effect something like this could have; especially if it was his...

Posted: Thu, Mar 14

Do Canadian investors really pay more?

We recently came across this great research article comparing the cost of investing in Canada versus the U.S.  Despite what the media and other pundits might have us believe, this study shows a...

Posted: Thu, Feb 28

On Making Rational Decisions

If you think about any decision you ever made, would you say you made a logical decision and backed it up with emotion, or made an emotional decision and backed it up with logic.  Think about the...