10/31/2022
Wishing all of our clients a boo-tiful Halloween!
We have a team of professionals to counsel you on all matters related to your business and personal Offices located in Owen Sound and Port Elgin, ON.
We believe that business owners and families today are looking for an Advisor who can manage their wealth and help them maximize opportunity. We also believe that because you take risks every day, it is critical that you minimize risk with your investment assets. Our firm has spent over 20 years designing wealth management programs to help clients capitalize on the benefits of business ownership w
10/31/2022
Wishing all of our clients a boo-tiful Halloween!
10/28/2022
Does market volatility have you too spooked to look at your portfolio? We can be just the pair of eyes you need. If you'd like a second glance at your portfolio, retirement plan, or financial plan, we're here to help.
10/27/2022
By reframing—and reclaiming—aging, we can look at the process of growing older as a wonderful and important component of life.
We're here to help equip you with the financial tools necessary to live your happiest, healthiest, and most fulfilled life, at every age!
10/26/2022
If you set out on a journey without a map, you’ll arrive somewhere, but perhaps not where you expected.
Going through life without a financial plan could have the same consequences. We're here if you need some direction.
10/24/2022
Is the market throwing curves at your investment strategy? How do you navigate them?
Here are five best practices for long-term investing that can help you stay the course and avoid costly mistakes.
10/21/2022
Over a third of Canadians stepped away from the workforce earlier than they expected. For some, it was a choice; for others, external factors forced them into retirement, such as caring for elderly family or developing health issues.
Your exact retirement date could be out of your control, but having a proper financial plan in place will help you prepare for any outcome. Need help getting started? Give us a call today.
10/20/2022
If you've recently tied the knot—congrats! We know how excited you must be.
We also know that managing your finances will look a little different now that you're legally wed. But good communication, teamwork, and following some of these steps will help you achieve your money goals together.
10/19/2022
Starting a business: Check.
Successfully operating a business: Checkmate.
How do you get from one to the other? With an excellent strategy. Here are some key plays in a successful business plan.
10/18/2022
Your assets are valuable. But your family is priceless. Let us handle the replaceable things while you focus on what matters most.
10/14/2022
The reports are in: financial advisors bring value into their clients' lives.
Where do you find the most value in your financial advisor? Through portfolio check-ins? Or perhaps as an emotional sounding board? Let us know in the comments.
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| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |