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Harry Matheis, FEA™, CHS, EPC

Branch Manager

Geoff Campbell, B.A., CFP®

Certified Financial Planner®

Latest Blog Posts

24 November, 2020

10 ways to grow your RRSP

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

Estate Planning

1 October, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.

estate planning

1 September, 2020

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend

estate planning ipc

2 August, 2020

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde

 

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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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