Client Resources

Find out what questions to ask when choosing an Investment Advisor. 

Many Canadians make charitable donations of one sort or another. We are good at giving: according to the latest Statistics Canada data, more than 40 percent of taxpayers with income over $80,000 donated to charity.¹

With inflation rates at their highest in decades, a debate has been triggered about whether we are entering a heightened inflationary period that is here to stay. 

For many business owners, one of the most valuable business assets is the business owner
themselves: their ability to work, generate income and contribute to the business. 

 Responsible Investing (RI) is quickly growing to become a standard. With accelerating commitments by policymakers and business leaders to address environmental, social and governance (ESG) issues, RI continues to attract greater attention in the investing world.