November 2019 Book a Meeting Client Login
New Email Newsletter !

We would like to introduce you to our new e-newsletter. Our hope is that each issue will contain topics of interest to you.

As well, the website,, has been completely revamped. Take a look!

Finally, the client portal has had significant security features added for your privacy and protection. Even if you were an existing user, you will need to register with your client ID.

Please call the office if you need to obtain that client ID, which is located on the top righthand side of your statement. You can access the client portal from the website.

Anne Kinzie
Brian Maxwell
What You Don’t Know Could Cost You

The age old saying, ’Ignorance is bliss’, may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating.

Even the government is calling the startling low rate of financial literacy among Canadians an epidemic that can have catastrophic consequences for the nation’s economic future. A lack of knowledge on even the most basic financial matters has already led to a cascade of calamities that will have a far-reaching and long lasting affect on all of us.

Most of these people didn’t plan to fail; the problem is that they simply failed to...

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The Family Meeting

Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens.

Phillip and Betty review their wills on a regular basis and make changes as necessary. They have discussed their wishes with each other regarding funeral and burial, and their financial and healthcare issues in the event either loses the capacity to make their own decisions.

They each completed a Personal Estate Record of their important documents and other information required to ease the settling...

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The future belongs to those who believe in the beauty of their dreams.
Eleanor Roosevelt
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual.