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 fifth topic in our financial education program for post-secondary students: For Parents: Post-Secondary Topic 5 (Are Credit Cards a Bad Idea) Resources for Students: Globe and Mail Article ‘Credit card crash lesson for students bound for university, college’: View on Website Government of Canada Credit Card Payment Calculator: Read More…
View pdf of article: How to get your children on the savings bandwagon in 2020
View pdf of article: 4 Financial conversations you must have with your teen before college