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  • Our Approach
  • Meet The Team
  • Video Insights
  • News & Commentary
  • Client Resources
  • Login
Contact Us

Advisor

  • Advisor

    Account Portfolio Update

    In this concise and informative video, Elvis Picardo discusses Q2 market performance and recent portfolio…

    Watch now: Account Portfolio Update
  • Advisor

    Rational Portfolio Expectations

    In this informative video, Ryan Smillie, a Portfolio Manager at Luft Financial, delves into rational…

    Watch now: Rational Portfolio Expectations
  • Advisor

    3 Risk Management Considerations

    In this comprehensive video, Jonathan Glougie explains the significance of risk management as the protective…

    Watch now: 3 Risk Management Considerations
  • Advisor

    2023 Recap & 2024 Changes to TFSA and RRSP Accounts

    In this video, Ryan Smillie provides a recap of 2023 and a reminder about our…

    Watch now: 2023 Recap & 2024 Changes to TFSA and RRSP Accounts
  • Advisor

    First Home Savings Account (FHSA)

    Watch now: First Home Savings Account (FHSA)
  • Advisor

    Your Plan to Managing Volatility Video Series

    In light of the recent market volatility, we are excited to introduce our video series…

    Watch now: Your Plan to Managing Volatility Video Series
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