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Personal Advisors versus Robo-Advice
One recent study compared investors who work with advisors to investors who don't. After four to six years, the...
Saving for Your Childs Education
A post-secondary education can be the key to unlocking life's opportunities. However, as the cost of living increases...
How Easy Is It To Save $1 Million?
The sooner you start saving on a regular basis the more attainable this goal will seem. The chart below shows how...
All Rates of Return are Not Created Equal
Did you know that Rate of Return can be calculated in different ways? There's time-weighted return and dollar-weighted...
What is Currency Hedging?
The objective of currency hedging is to remove the effects of foreign exchange movements, giving Canadian investors a...
Dollar Cost Averaging
You may have heard the term “dollar cost averaging” when speaking about investing but do you really know what it...
Award Winning Advice
This past November, Walter was awarded the "Leadership Award" for 2015 by our MGA, The Gryphin Advantage. Awards are...
All about TFSAs
The term TFSA stands for "Tax-Free Savings Account" Created by the Federal government in 2009, TFSAs can contain...
CRA – My Account
By setting up “My Account” access through CRA, you will be able to track the following: View the status of your...
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Our friendly team is focused solely on the best interest of our clients. With an emphasis on investment and insurance planning, we strive to not only grow our clients wealth, but to protect it as well.