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Lyn Greer, CPA, CA, CFP®

Certified Financial Planner®

Laura Theys

Client Care Specialist

SPOTTED IN THE NEWS

Appointing an Executor: Who Will You Choose?

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.

A Rough First Half

21 July, 2022

A Rough First Half

In his mid-year update, Wayne Gillespie provides his perspectives on a tough period for investors as high inflation continues to weigh on global markets.

The Knock-On Effects of Inflation

14 July, 2022

The Knock-On Effects of Inflation

In his Q2 update, Rana Chauhan, Counsel’s Chief Investment Strategist, says while its natural for investors to anxious about inflation, with Central Banks taking agg

Slamming on the Brakes on Inflation

8 July, 2022

Slamming on the Brakes on Inflation

Persistent inflation pressures have prompted global central banks to accelerate their plans, and we now anticipate the most aggressive and synchronized global tighte

 

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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Understanding the different fee models and what each gets you is the start of any good planning exercise.
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