A financial advisor team in St. Catharines, Ontario, providing wealth management services to business owners, professionals and their family's.
Our clients benefit from near endless access to best in class investment, insurance and banking solutions. From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. We call it advice, YOUR way. It's all about:
FLEXIBILITY
Juggling schedules and trying to get family together in one place or getting fina
04/22/2024
Keeping Your Investing FOMO and FUD in Check In his Q1 update, Rana notes that the financial markets have started 2024 on a strong note, with the S&P 500 climbing approximately 13% (CDN), marking the most robust start since 2019. This surge brings us to his topics for discussion: the psychological phenomena’s of FOMO (Fear of Missing Out) an...
04/19/2024
Canada’s Budget Highlights 2024 - 2025 Canada’s Federal Government released its new budget for the year ahead providing key details on important support programs. Our budget Infographic provides the key highlights.
04/19/2024
Middle-class Canadians could be hit by increases to capital gains tax. Here’s how to prepare Middle-class Canadians will not be immune from the effects of the federal budget’s increase to capital gains taxes, despite the government’s contention that the changes will affect only the country’s wealthiest people.
04/19/2024
Seven ways to leverage a tax refund into big savings or gains The Canada Revenue Agency reports that close to two of three people who filed their taxes already have received a refund, and the average amount is $2,113. That’s enough to do something for your personal finances with lasting benefit.
12/30/2023
Navigating The Fog: The Limits Of Wall Street Predictions We get suckered at the end of every year with stock market predictions. Why do we still listen to these forecasts? And what should individual investors do instead?
STOP feeling deflated thinking that other people are doing great things that you aren't doing. Most of them are not.
The truth is that most people should be using traditional methods for achieving financial stability. Yes, it’s boring, yes, it takes time and yes, it takes sacrifice and self-discipline, but wealth and financial stability don’t come free and easy.
If you want the REAL secret to wealth accumulation, it starts with this:
1) Spend less than you earn
2) Save
3) Invest
That's it. Now you know!
04/22/2023
Nine of the biggest tax mistakes people make Some common errors to avoid when filing your tax return, according to a Canada Revenue Agency spokesperson.
02/23/2023
A comfortable retirement isn't unattainable. This is such a HUGE financial decision and life event that so many Canadians are neglecting to receive advice about.
Canadians make guesswork of retirement planning | Investment Executive Knowledge about saving and investing is lacking, polls show
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| Friday | 9am - 4:30pm |