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Our Team


Harry Matheis, FEA™, CHS, EPC

Branch Manager

Geoff Campbell, B.A., CFP®

Certified Financial Planner®

Latest Blog Posts

11 June, 2024

Moving Money Out of a High-interest Savings Account

HISAs are a good short-term solution when interest rates are high. In light of the recent rate cuts, there may be better opportunities for long-term investors.

Couple speaking with advisor

8 May, 2024

Is It Time to Transition Out of High-Interest Savings Accounts?

High-interest savings accounts have surged in popularity, but are these funds still the right place for your money? Discover why now is the time to reconsider your o

17 April, 2024

Canada's Budget Highlights 2024 – 2025

Canada's Federal Government released its new budget for the year ahead providing key details on important support programs.

Our Perspective with Chief Investment Strategist Rana Chauhan

16 April, 2024

Keeping Your Investing FOMO and FUD in Check

In his Q1 2024 update, Rana notes that the financial markets have kicked off 2024 on a strong note, with the S&P 500 climbing approximately...

 

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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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