Patrick Gilmour, Senior Wealth Advisor, CFP

Family trusts are a valuable estate planning and wealth management tool. Families and individuals often utilize these trusts to ensure that wealth is passed to the next generation efficiently. This video outlines some of the reasons why you may want to consider one.

Maximizing Your Wealth With a Family Trust heyadvisor.ca

Investing has an emotional component and there are some common feelings investors have as the market goes up and down. By being aware of these emotions, you can avoid making the mistakes that others often do.

The Cycle of Investor Emotions heyadvisor.ca

Many of the financial habits we build early can have a lasting impact on our long-term financial well-being. From managing debt to building savings and protecting your financial plan, the choices made along the way can shape future opportunities.

Early Financial Decisions That Shape Your Future heyadvisor.ca

Many parents want to make it easier for adult children buy their first home—but how should you go about it? Fortunately, there are many options, including contributing to a First Home Savings Account, gifting money, lending money or co-signing the mortgage. Learning about your choices can help you decide on the best approach for your family. https://ow.ly/AwvO50YBjEx

Happy Victoria Day!

Our office will be closed this Monday, May 18th, in observance of the Victoria Day long weekend. We'll be back bright and early on Tuesday, May 19th.

Wishing everyone a safe, sunny, and relaxing long weekend!

When you welcome a new child into your family, you'll experience financial changes that go well beyond incorporating the cost of diapers into your monthly budget. Three important areas to tackle around naps (the baby's and yours) include considering life insurance, updating your will and saving for education. Learn more here. https://shorturl.at/L0v79

🌟 Happy National Administrative Professionals Day to our one and only Denise – the real MVP of this office!

She keeps the office in order, the clients feeling like family, and is dubbed the office rockstar.

We are so incredibly lucky to have you. Thank you for everything you do, day in and day out. This office wouldn't be the same without you!

Our office will be closed Good Friday as we take time to rest and recharge with family. We'll be back on Monday, ready to help with whatever you need.

Wishing everyone a peaceful and happy Easter long weekend.

BIG news from Stone House Financial Branch...

We are proud to be a Presenting Sponsor of the highly anticipated new musical — It's a Good Life If You Don't Weaken — presented by Thousand Islands Playhouse at the Kingston Grand Theatre

The Tragically Hip. On our home stage. This fall.

Bobcaygeon. Ahead by a Century. Courage. These songs are part of who we are as Canadians — and this production celebrates exactly that. It's bold, emotional, and unapologetically ours.

We couldn't be more honoured to support a show that brings this kind of energy, heart, and national pride to our community.

Kingston Grand Theatre
October 22 – November 8, 2026
Tickets on sale March 31st

It’s a Good Life If You Don’t Weaken - Thousand Islands Playhouse 1000islandsplayhouse.com