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Harry Matheis, FEA™, CHS, EPC

Branch Manager

Geoff Campbell, B.A., CFP®

Certified Financial Planner®

Latest Blog Posts

20 January, 2021

Money Dates 2021

Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide.

Financial Planning for the Unexpected

15 January, 2021

Financial Planning for the Unexpected (and Expected)

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities. For some, this meant tightening budgets or postponing b

Has the pandemic changed your financial priorities?

30 November, 2020

Has the pandemic changed your financial priorities?

If there’s one thing this year has shown, it’s how life can change on a dime. In a recent poll, we found that COVID-19 has left many Canadians revaluating their finan

24 November, 2020

10 ways to grow your RRSP

Many Canadians are increasingly relying on their own resources to fund their retirements.

 

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Value of Advice

plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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