05/10/2026
Happy mother's day
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
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.
Here's a peek at how money managers work through investment decisions during unsettling times for investors. http://videos.fidelity.ca/en-investor-fidelitynow/watch/hF6SBiFPFng45M52RDhWCw?
03/16/2026
7 things to know about the evolving conflict with Iran Investor uncertainty increased in the days following the U.S. and Israeli military campaign against Iran, which began on February 28.
03/14/2026
Troubling times? Let's look back and see what history can teach us.
Volatility Four interactive tools for understanding the markets.
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…
12/13/2023
Latest Fed Rate decision
U.S. Federal Reserve leaves key interest rate unchanged, expects 3 rate cuts in 2024 | CBC News For a third straight time, the U.S. Federal Reserve kept its key interest rate unchanged Wednesday, as it signalled its expectations to make a series of quarter-point cuts to the benchmark interest rate next year.
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