Marc Pinet, CFP, RIS, Wealth Management Advisor

Marc Pinet, CFP, RIS, Wealth Management Advisor

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Helping households understand their finances while growing and protecting their wealth.

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08/14/2026

When someone steals your personal and banking information, you may lose money and time—because it can take months to sort out the mess. Learn how identity theft occurs and what you can do to protect yourself.
https://ow.ly/sr5o50ZqJpV

How to build a retirement plan that lasts decades 08/14/2026

An excellent reminder that retirement planning is about more than investments. It's about creating a flexible plan that supports the lifestyle you want, protects against unexpected challenges, and helps ensure your money lasts as long as you do. Worth the read

How to build a retirement plan that lasts decades theglobeandmail.com

08/06/2026

Comment les événements mondiaux influencent-ils les marchés financiers? Investir serait plus simple s'il existait une réponse unique. En réalité, il peut parfois n'y avoir aucun impact, une correction à court terme ou une reprise qui prend beaucoup de temps. Voici pourquoi il est préférable de s'en tenir à votre plan financier.
https://ow.ly/vEWI50ZgSIg

08/05/2026

How do world events affect investment markets? Investing would be so much easier if there were one simple answer. The truth is, sometimes there's no effect, sometimes there's a short-term correction, and sometimes recovery takes a long time. Here's why the best course of action is to stick to your financial plan.
https://ow.ly/vphe50ZgSMe

08/04/2026

L' canadienne est-elle plus faible qu'elle n'y paraît ou plus solide que les manchettes le laissent croire? Allez au-delà du récit de et examinez les données. Le PIB, le secteur manufacturier, les et les relations commerciales dressent un portrait plus nuancé. Découvrez pourquoi la diversification est essentielle. https://ow.ly/hXrv50ZulxX

08/03/2026

Is Canada's weaker than it appears or stronger than the headlines imply? Go beyond the narrative and dive into the data. By examining GDP, manufacturing, and trade relations, a more nuanced picture appears. Check out the full article to learn why diversification is important for Canadians, especially now. https://ow.ly/hGpW50Zt9rC

07/31/2026

If you want the latest market and data, news and insights all in one convenient spot, check out Market Pulse: The Week In Review. This newsletter fights through the clutter, so you don't need to. https://ow.ly/TF7u50VRTak

07/30/2026

Three years ago, people thinking about buying their first home got a new way to save money and taxes. The First Home Savings Account (FHSA) lets you grow and withdraw money tax-free, and also comes with a tax deduction for contributions. Learn strategies to help you make the most of your FHSA.
https://ow.ly/niqR50ZiFPU

07/29/2026

Il y a trois ans, les personnes envisageant d'acheter leur première propriété ont découvert un nouveau moyen d'économiser de l'argent et de réduire leurs impôts. Le compte d'épargne libre d'impôt pour l'achat d'une première propriété (CELIAPP) vous permet de faire fructifier et de retirer votre argent à l'abri de l'impôt, tout en bénéficiant d'une déduction fiscale pour vos cotisations. Découvrez des stratégies pour vous aider à tirer le meilleur parti de votre CELIAPP.
https://ow.ly/XBsx50ZiFMX

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5548 Kaye Street
Halifax, NS
B3K1Y5

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm