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
Yesterday saw the release of Q3 earnings announcements from 3 major Canadian banks, RBC, TD, and CIBC, all of which are held in client portfolios. These long-time holdings continue to post record profits, which translates into increasing dividends for the investor. Please follow the links below for the articles summarizing the banks’ most recent reporting: Read More…
View pdf of article: Canadians now spend more on taxes than on food, clothing and shelter combined, study finds
View pdf of article: If you received an instalment reminder from the CRA, do you really need to pay it?