Serving Southwestern Ontario

Recent Articles

Market Highs vs Your Goals

Posted on: October 7, 2024

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year... Read More

Basics For a Wise Financial Strategy

Posted on: October 7, 2024

financial strategy

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets... Read More

Your Legacy Plan and Charitable Giving

Posted on: October 7, 2024

estate planning

Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members. Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually... Read More

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Serving Southwestern Ontario

Recent Articles

Market Highs vs Your Goals

Basics For a Wise Financial Strategy

Your Legacy Plan and Charitable Giving

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Business

Individuals

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