May Newsletter

Megan Lisowski - May 05, 2023

Anytime, if you would like to speak with us, please do not hesitate to reach us directly by phone 905-727-5040 or email We would be happy to meet with you via Video Meeting or in person.


Market and Portfolio Update

We review the last month of what was happening in the markets and portfolios.  We also outline concerns we have and where we are seeing strength in the markets.





Monthly Features

Before your hard-earned assets can be enjoyed by future generations, you’ll want to make sure they are passed down in the right way. You don’t want your family to squabble over your legacy or squander your estate away. The article, The Great Wealth Transfer is Coming, explains how to protect and properly pass down your assets.

Please contact the office if you have any questions about the article, are interested in learning more about generational wealth transfer, or want to discuss your wealth management plan.


We hope you enjoyed this month's newsletter.

We are dedicated to keeping you informed and believe that higher, continuous education will push the securities industry to become more inclusive, transparent and accessible.

If you know someone who can benefit from what you have learned today, please feel free to forward this newsletter to them.




Warm regards,