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Home
About
About
Our Team
Community Involvement
Our Clients
Your Financial Needs
Sign Up for Newsletter!
Education Centre
Blog
Financial Resources
Videos
April 27, 2023
What is a LIRA?
Do you have a LIRA? You might and not know it. Most of us are familiar […]
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March 1, 2023
How to help your portfolio stay ahead of inflation
Many retirees wonder if they’re going to be OK in retirement; will they have enough to spend and will their savings last? Inflation can certainly make your investments less valuable unless your retirement income is able to keep up with it.
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February 24, 2023
Tax checklist for Canadian tax returns
This tax checklist can help you maximize your tax refund, and covers personal/business expenses, investments and […]
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January 17, 2023
RRSP Dos and Don’ts
RRSP investing may seem easy, but there’s more to it than you think. As the March […]
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December 13, 2022
What should I be focused on for year-end tax planning?
With the end of the year fast approaching, Canadian taxpayers will want to consider all the […]
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October 13, 2022
How to rebalance a portfolio and why you should do it
Automatic portfolio rebalancing allows investors to avoid emotional investing and benefit from buying low and selling […]
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September 27, 2022
Dollar-Cost Averaging: a winning strategy to manage market volatility
A winning strategy to manage market volatility!
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September 7, 2022
Leave your children the vacation property, not a tax bill
Do your children want the property? The first thing to consider is whether your children or […]
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June 28, 2022
How do rising interest rates affect you?
Anyone with a variable rate mortgage in Brantford understands the impact of rising interest rates. A […]
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