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.
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Please find a link below to the February Monthly Report from one of our Investment Counsellors, Dixon Mitchell. This report includes their article, “Equity Markets Don’t Play Politics” as well as their feature stock, Stella-Jones Inc. (SJ). View pdf of report: DM-Monthly-Report-Feb-17 As always, should you have any questions or comments, please let us know.
View pdf of article: Big Six banks’ earnings results to get a lift from hot markets
View pdf of article: Five common RRSP mistakes to avoid while saving this year