Welcome!

We are glad you are here and would like to introduce you to our team. We believe in responsible investing and being active in our community. We also regularly host events and blog about what catches our interest.

We follow a disciplined investment approach and foster long-term relationships with individuals and institutions based on trust, care and respect. We are passionate about what we do and the value we provide and we welcome the opportunity to speak in person - please connect with us right here.

Thanks for visiting!

 

 

Recent Posts

supply chain warehouse

How are supply chain issues impacting equity markets?

Oct 15, 2021 | Kelly Bogdanova

Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.

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air pressure gauge

Are energy prices more important than the U.S. debt ceiling?

Oct 08, 2021 | Thomas Garretson, CFA

While the U.S. debt ceiling gets headlines, we examine the key issues for investors in global energy markets and central banks’ inflation policies.

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Bryan & Sarah Beaumler talking to David Chilton in page

Three Will and estate planning facts that will surprise you

Oct 08, 2021 | David Chilton

The Wealthy Barber with Bryan and Sarah Baeumler discuss surprising estate laws in Canada

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Bryan & Sarah Beaumler talking to david Chilton in page

The Wealthy Barber’s advice to Bryan and Sarah Baeumler on being named an executor of a Will

Oct 08, 2021 | David Chilton

Hiring a professional instead of DIY isn’t just for home renos

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David Chilton and Bryan & Sarah Baeumler sitting on couch in page

How family, real estate and business can complicate finding the right executor

Oct 08, 2021 | David Chilton

Bryan and Sarah Baeumler consider the Wealthy Barber’s advice; get help!

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