It's your money... and your peace of mind. We understand that.

You’ve worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we’ll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we’re here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that’s critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We’ll do the same for you.

Please click here to contact us for assistance with any financial questions.

We’ll work hard to earn your trust.

We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

Hitting Your Financial Goals—Despite Economic Uncertainty

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June 9, 2025

Let’s be real—there’s always something going on in the world that makes you question if now is the right time to invest or save. One minute it’s inflation, the next it’s interest rate hikes or global turmoil. But here’s the truth: financial success isn’t about timing the perfect

Are You Missing the Mark on Retirement Planning?

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June 9, 2025

Here’s the thing—many Canadians are great at setting money aside in their workplace retirement plans. But when it comes to actually figuring out how much they’ll need in retirement and whether they’re on track to get there? That’s where things fall apart. A survey from Ipsos Reid1 found

The Unexpected Reality of Eldercare

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June 9, 2025

Scott Havens* is the kind of guy everyone wishes they had in their life. At 35, he’s the go-to mechanic in Vancouver who never hesitates to lend a hand—whether it’s helping a buddy fix a transmission or pulling over to help a stranger with a stalled engine. He’s