Special events

We are pleased to host a variety of special events in person and virtually for our existing clients and those who would like to learn more about our team . Please contact us directly for any additional information.

There are no events to show

There are no events to show

 

Wealth planning guides

Explore a range of handy resources designed to help you make the most of your financial life. Please contact us directly with any additional questions.

Family wealth guide

Discover 10 strategies to build and protect your family’s wealth.

Read more

Business owner’s guide

Uncover 10 key financial decisions for business owners to consider.

Read more

Estate planning guide

Plan for tomorrow today and learn how to leave a lasting legacy for your family.

Read more

Tax reporting guide

Find a summary of important dates and required tax information.

Read more

DS statement guide

Learn how to read your DS statements, from activity pages to your portfolio review.

Read more

Financial planning facts

Explore handy financial planning facts, from contribution limits to tax rates and more.

Read more

GIC rates

Discover fixed or variable rates of interest for Guaranteed Investment Certificates.

Read more

Market volatility

Explore how a diversified portfolio can help protect you from market volatility.

Read more