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Lyn Greer, CPA, CA, CFP®

Certified Financial Planner®

Laura Theys

Client Care Specialist

SPOTTED IN THE NEWS

Why Evolve Your Financial Plan as Your Wealth Increases

6 May, 2021

Why Evolve Your Financial Plan as Your Wealth Increases

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income a

Understanding Your Investment Performance

30 April, 2021

Understanding Your Investment Performance

Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes.

Program Commentary: Q1 2021 - Wayne Gillespie

22 April, 2021

Program Commentary: Q1 2021 - Wayne Gillespie

In his Q1 update, Senior Director Portfolio Strategist, Wayne Gillespie, discusses the three investment themes behind the global economic recovery

Canada’s Budget 2021-2022

20 April, 2021

Canada’s Budget 2021-2022

Canada’s Federal Government released its new budget for the year ahead providing key details on important Pandemic support programs and other details that can affect

 

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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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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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