When you received your first quarter investment statement, how did you react? Were you still comfortable with your portfolio’s asset mix or did you want to change your strategy and lower your exposure to stocks?

There are many ways to reach your retirement goals. As a financial planner, I’ve had countless friends come to me with the popular question: “How much do I really need to save for retirement?”.

April 2020 - Catch up on what's been happening in the markets lately. Here's our investment team's commentary for the first quarter of 2020.


Working from home under mandatory quarantine alongside my wife and two young kids can get quite overwhelming. As my wife and I try to decide what to do and how to go about making the best decisions to get through this, it hit me: 
this is how investors feel right now!

As the reality surrounding the COVID-19 pandemic sets in, many candians are facing financial uncertainty like never before. Here are a few tax considerations that might help ease some of the pressure. 

March 18, 2020

We are closely monitoring the ongoing developments surrounding COVID-19. Our priority is the health and well-being of our employees, clients, and business partners.

It’s that time of the year again!  RRSP season is here and March 2nd is the last day that you can contribute to reduce your 2019 taxes. But, should you?Here are some compelling reasons why you may want to contribute. 

Here is our investment team's commentaries on market conditions as we close out 2019. 

So, we’re well into the new year, the Holiday Hangover is getting tolerable and everybody seems to be getting into new health & wellness routines that aren’t sustainable. In the spirit of giving you resolutions that might actually work, here are three simple financial resolutions that can make you wealthier

There are certain things that are synonymous with the new year. Resolutions are certainly one of them, which most likely explains the sudden increase of people going to the gym in January. Another popular fad is predictions, more specifically, predictions on how the stock market will perform in the coming year.