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

Investments

  • Estate planning Investments Life insurance
    2 minutes

    to read

    Protecting your Investments for Estate Purposes

    When we invest our money, we have a reasonable expectation that our initial investment will…

    Read more: Protecting your Investments for Estate Purposes
  • Macroscope: Market correction
    Investments Macroscope Market commentary
    1 minutes

    to read

    Macroscope: Market correction – An opportunity to Buy the Best Companies at bargain prices

    As long-term investors, we have learnt that it pays to stick to your investment plan…

    Read more: Macroscope: Market correction – An opportunity to Buy the Best Companies at bargain prices
  • Are your kids going to post secondary school?
    Investments Newsletter articles RESP
    2 minutes

    to read

    Are your kids going to post secondary school?

    It’s that time of year again! Time for RESP withdrawals. Contact us & we will…

    Read more: Are your kids going to post secondary school?
  • Distributing estate assets & avoiding potential estate conflicts
    Estate planning Financial planning Investments Newsletter articles
    1 minutes

    to read

    Distributing estate assets & avoiding potential estate conflicts

    When clients sit down to write out their estate goals, they almost unanimously want to…

    Read more: Distributing estate assets & avoiding potential estate conflicts
  • Bank of Canada
    Investments Market commentary Real Estate
    1 minutes

    to read

    Bank of Canada raises rates: Should your mortgage be variable or fixed?

    The spread in Canada between a five year fixed rate and a five year variable…

    Read more: Bank of Canada raises rates: Should your mortgage be variable or fixed?
  • Financial charts & stocks
    Investments Market commentary
    4 minutes

    to read

    2 best stocks to buy now

    Vancouver-based portfolio manager and chartered financial analyst, Elvis Picardo takes a look at recent market…

    Read more: 2 best stocks to buy now
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