Latest Post in Investments
Disruptive Technology’s Role in Investing

Emerging technologies and innovation are creating new products and business models that are disrupting the old ways, and old business. From cloud computing to a...

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Investing Perspectives

Posted 11 May 2017 by Rick Irwin, CFP, CLU; Natalie LeBlanc

Investing your hard earned money is a decision that takes careful thought and planning, and... Read More

The End of Canada Savings Bonds

Posted 06 Apr 2017 by Rick Irwin, CFP, CLU

The recent federal budget was fairly uneventful, with no new significant tax measures and limited... Read More

Navigating your new Quadrus Statement

Posted 09 Feb 2017 by Natalie LeBlanc

Your 2016 mutual fund statement with Quadrus will be a bit different than the statements... Read More

Realizing the Value of Advice

Posted 27 Jan 2017 by Rick Irwin, CFP, CLU; Lorna Maughan; Melissa Allan; Patricia Bell, PFP

Take a closer look at the annual statement you will soon receive for your mutual... Read More

Protect Your Financial Future with a Pro

Posted 06 Jan 2017 courtesy of Advocis

If you have never worked with a financial advisor, you may be asking yourself if... Read More

The Post-Election Markets

Posted 08 Dec 2016 by Rick Irwin, CFP, CLU

A week ago, much to the surprise of stock market analysts, the media, pollsters and... Read More

September 2016 Market Watch

Posted 21 Sep 2016 by Rick Irwin, CFP, CLU; Patricia Bell, PFP; Melissa Allan, Lorna Maughan

After a sharp, but short, sell off at the end of June in the wake... Read More

Using Disability Savings Plans for Education

Posted 21 Sep 2016 by Lorna Maughan

If your child qualifies for the Disability Tax Credit, an RDSP might help with the... Read More

Implications of Brexit Vote

Posted 12 Jul 2016 courtesy of Sandra Boyd, Great-West Life

In an historic and unprecedented move the people of Britain voted to leave the European... Read More