Blog Posts

Financial advice for all

Proposed government changes could be putting your financial security at risk by limiting your access to quality, affordable financial advice. You deserve a choice – check out this video from Advocis to learn more.

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Ottawa tightens mortgage rules

New rules when it comes to qualifying for a mortgage if you put less than 20% down, now is the time to speak to your financial advisor to ensure you are protected. Are you this new home buyer or do you know someone? Have a look at this article and the link that provides more details then call us

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What does the American future hold in store for us?

Some recent comments from our Wealth Managers that we wanted to share with you. Yes there will be an American election in a few weeks – does that mean you need to realign your investment accounts – markets are resilient. A well balanced yet diversified portfolio that has been determined by understanding your risk tolerance will weather the storms – give us a call.

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Critical illness insurance

If you are unfamiliar with critical illness insurance and how it works a financial advisor can help you determine if right for you.

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London Life - Simply put: the cost of investing in mutual funds

As your advisors, we feel it is important to inform you when changes and enhancements come into the marketplace. You will be receiving new statements for your mutual fund accounts going forward outlining how your investments have fared, fees paid and some different terms will be included. Take a moment to view this short video. We invite you to reach out to us if further clarification is needed.

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Golf tips to line you up for financial success

This fine weather entices me out to the golf course, how about you? When the season begins I look to improve an aspect of my game and to do that I work with a coach. It takes patience and practice as well as confidence that the instructions you are given will enhance your skill. So how about those investment accounts, down markets and up markets? Some parallels can be drawn.

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