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SPOTTED IN THE NEWS

17 April, 2024

Canada's Budget Highlights 2024 – 2025

Canada's Federal Government released its new budget for the year ahead providing key details on important support programs.

Our Perspective with Chief Investment Strategist Rana Chauhan

16 April, 2024

Keeping Your Investing FOMO and FUD in Check

In his Q1 2024 update, Rana notes that the financial markets have kicked off 2024 on a strong note, with the S&P 500 climbing approximately...

Our Team


Nancy Pike, EPC , CPCA

Financial Representative

Tara Green

Licensed Assistant

 

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THE VALUE OF ADVICE

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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THE COST OF ADVICE

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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Market Monitor

Listen to insights from our market specialists  

 

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