News

Where Are Your Investments Taking You? Whether it’s cross-country road trips or simply peace of mind, your dream retirement starts with a plan. Our new Free Retirement Planning Guide 2025 is packed with tips, checklists, and strategies to help you get it right from...

Investing isn’t just about numbers—it’s about direction. Every dollar you invest is a step toward your goals: a home, a vacation, retirement, freedom. The whole point of investing is to make sure your money is working to take you where you want to go. Not sure if your...

Working with a financial professional can help reduce financial stress, bring clarity to your goals, and even help you sleep better at night. A simple conversation can go a long way in building confidence and creating a clear path forward. Contact us today - we'd love...

The RRSP contribution deadline for the 2024 tax year is fast approaching. The deadline for RRSP contributions that can be applied to your 2024 taxes is March 3, 2025. RRSP contributions are tax-deductible, which means they can be used to reduce your taxable income and...

With the start of a new year comes a new TFSA contribution limit! The annual contribution limit for 2025 is $7,000. The lifetime limit for someone who has never contributed (and turned 18 in 2009 or earlier) is now $102,000. Contact us to get started with a new TFSA...

Wishing you a very happy holiday season and a bright New Year!

You're invited to celebrate the grand opening of our new office! Thursday, October 24th from 4pm - 6pm  685 Riddell Rd, Unit 102 in Orangeville After years of helping clients achieve their financial goals, we're excited to announce our relocation to a new, modern...

Exciting news - our office is moving to a new space! As of May 13, 2024 you'll find us at 685 Riddell Rd, Unit 102 in Orangeville. We look forward to welcoming you to our new office.

The RRSP contribution deadline for the 2023 tax year is fast approaching. Thursday, February 29th is the last day to contribute to a RRSP and receive an income deduction for the 2023 tax year. A RRSP contribution will reduce your tax payable and may also lead to a...

New year, new TFSA contribution limit! The annual contribution limit for 2024 has increased to $7,000. The lifetime limit for someone who has never contributed (and turned 18 in 2009 or earlier) is now $95,000. Check out all of the benefits that a TFSA has to offer!...