Skip Navigation

Contact Us

Kelly Haefling
Beverly Dack

Toll Free: 1-800-603-1772
Tel: 519-376-6778
Fax: 519-371-2656


887 3rd Avenue East, Suite 101
Owen Sound, ON
N4K 2K6


Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
FOCUS: A Weekly Financial Digest
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Portfolio Strategy
Strategic commentary and an overview of financial markets.