Sunday May 12th- Mother's Day



Monday May 20th- Victoria Day*

*The office and markets will be closed

Connor has taken the next step towards achieving his Investment Advisor designation. In April, he attained his Canadian Securities Course (CSC®).

We are all so proud of him and look forward to supporting him in his journey.

Over the last week, we've received many calls from concerned investors regarding realization of capital gains on inherited properties and estate sales. This new tax policy has created additional stress to investors and begs the question what happens next? For more insights

For many people, investing seems intimidating. Many Canadians aren’t currently investing because they lack knowledge or confidence in their ability to make investment decisions.

While it may seem that putting your money in a savings account is an easier option, it probably won’t grow much over time, and inflation and account fees can eat away at the value of your money. Investing, on the other hand, offers a way to grow your savings for some of life’s biggest milestones.

When thinking about family gatherings, you might focus on special occasions like holiday meals, birthday parties and anniversary celebrations. These are all good reasons to bring generations together, but there’s another gathering that’s equally important: the family financial meeting.

Granted, discussing your health care needs and estate plans can be difficult and uncomfortable, but it benefits the entire family when everyone’s on the same page regarding your intentions.

Purchasing insurance is an important decision and it’s helpful to understand all of the steps involved:

• Needs Analysis
• Applying for your Policy
• Providing Medical Evidence
• Preparing for your Medical Tests
• Understanding the Medical Procedures
• Assessing your Risk
• Issuing your Policy
• Declined Applications