Our Thoughts

As part of a new series, we will be sharing client success stories from some of our partners. For our first success story VLOG we highlight Harj Takhar, one of our Financial Planning experts, who recently helped client’s achieve their goal of retirin...

You’re the reason for our success. We’ve all experienced a significant amount of change over the past 18 months, but we’ve been able to get through it together in a very positive way. So, it’s no surprise that 2021 has been our best year ever! We wan...

The markets shrug off September woes, once again prove its’ resilience in the face of adversity and continues to climb the wall of worry. Does this mean the markets are back on track?...

Inflation is here, how do we navigate? Andrew, Drew and Chris provide a video commentary....

After a little summer hiatus, the team is back to address the growing concerns that what goes up must come down...

Does the current strength year-to-date point to a bumpy END in 2021? Another strong market finish in August has investors concerned with respects to historical performance patterns. Our research shows when YTD performance through August falls in the...

How do you finish the race well? Investors are pinching themselves as they see their monthly investment statements which causes concerns for Investment Advisors regarding future expectations. It’s important to keep a healthy perspective when investin...

Is the party over? Investors speculate the Delta variant will crush growth expectations in the fall. Should investors bank their profits now? Here is an excerpt from our June market commentary......