What does your future look like?

Find Out

View more

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

ABOUT US
WHAT WE DO
INSIGHTS
CONTACT

Our Team


Harry Matheis, FEA™, CHS, EPC

Branch Manager

Geoff Campbell, B.A., CFP®

Certified Financial Planner®

Latest Blog Posts

Stock Price Volatility Reflects Opinions, Not Facts

19 May, 2022

Stock Price Volatility Reflects Opinions, Not Facts

We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster.

The Point of Maximum Pain

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging.

Canada’s Budget Highlights

8 April, 2022

Canada’s Budget Highlights

The Federal Government released its new budget on April 7 - focused on incentives to make life more affordable.

Who Will Win? – It’s Anybody’s Guess!

6 April, 2022

Who Will Win? – It’s Anybody’s Guess!

Diversification is the technique of allocating portfolio resources or capital to a mix of investments. The goal of diversification is to reduce the volatility of an

 

Market Monitor

Listen to insights from our market specialists  

 

Value of Advice

plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

The Cost of Advice

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

Contact Us

Contact Us
Learn More