We assist professionals and business owners by utilizing a needs based financial planning process. We simplify and coordinate their unique financial needs to provide clarity, transparency and accountability for investment performance. Frequently we will refer clients to Investment Counsellors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counsellor accountable.
NEWS | UPDATES
Enclosed below is a link to the Summer 2016 Commentary from one of our Investment Counsellors, Dixon Mitchell. Included is their article Time & Money as well as recent portfolio activity and their feature stock, Open Text Corp. (OTC). Should you have any questions, please do not hesitate to get in touch. DM Monthly Report Summer-16
Please note that our office will be closed on Friday, July 1st, 2016 for the Canada Day Holiday. Should you require urgent assistance on July 1st, Stephen MacDonald and John Davis can both be reached via email or by phone. We wish everyone a safe and happy long weekend!
A new premium on retirement: Federal, provincial and territorial ministers reached an agreement to expand the Canada Pension Plan