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For decades we have helped clients achieve financial prosperity through exceptional financial planning.

Mutual funds provided through Investia Financial Services Inc.

05/10/2026

Happy mother's day

Why it pays to be invested 03/17/2026

Markets will react to investor sentiment, should you?

Why it pays to be invested Investing is a long-term process. Historically, stock markets have rebounded from selloffs rather quickly, with some of the best days coming on the heels of the worst. Here are our perspectives and strategies, as well as some historical evidence that show why it pays to be invested.

Volatility 03/14/2026

Troubling times? Let's look back and see what history can teach us.

Volatility Four interactive tools for understanding the markets.

Welcome Jennifer to Your Planners! | yourplanners.ca 02/11/2026

We'd like to welcome Jennifer Climie to the team!

Welcome Jennifer to Your Planners! | yourplanners.ca We’re excited to share some great news — Jennifer Climie is joining us as our new Tax & Operations Coordinator. We’re fortunate to have her on the team, and her experience is a welcome addition as we continue to level up the support we provide to you. Jennifer is coming…

10/02/2025
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1030 Upper James Street # 200
Hamilton, ON
L9C6X6

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm