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 the material below for the third topic in our financial education program for children ages 13-17: For Parents: 13-17 Topic 3 (What’s the Cost) Resources for Students: Media Smarts Article ‘Talk to Kids about Advertising – Tip Sheet’: View on Website Biz Kids Episode ‘You are the Target!’: View on Website Becoming Minimalist Read More…
View pdf of article: Intergenerational wealth transfer is a family affair
View pdf of article: The election and your personal finances