Blog

Starting Nov 22, 2021 as advisors we are now required to ask all clients who their Trusted Contact Person will be. What is a Trusted Contact Person? The Article from RBC Wealth Management outlines what you need to know as an investor and how this per

 This articles outlines six principles we review with our clients children as they start to take control of their own finances.  

The trusted contact person is an individual designated by a client whom we as advisors can call upon if they suspect something is amiss with the client. Find out more about the importance of naming one for yourself and your parents in this article.

Explore new ways to manage your wealth online and we’ll plant a tree in your honour, in partnership with Tree Canada. In celebration of Earth Day 2021, together with the RBC Foundation and our partner Tree Canada, we are pleased to announce RBC’s renewed...

With so many big events occurring through the end of 2020, COVID-19 Developments, BC Provincial Election, US Federal Election just to name a few, it has never been more important to make sure you are getting the correct information. This article by Mary...

We are so excited to be announcing the introduction of eSign for many of our documents. This enables you to digitally sign many account documents securely, attached is a guide to walk you through the steps of how to use this new feature. As always if...

Today, the average 55-year-old Canadian can expect to live to the age of 84. While a good reason to celebrate, it also means that Canadians are now spending nearly as much time in retirement as they do in their working lives. This poses a challenge to...

Creating alpha for clients hinges on two key aspects comprehensive planning and relationships. Are you set up for success?

As we continue to work with our clients to shape their financial future we have made a commitment to ensure we offer the best service possible. In order to fulfill on this commitment we are dedicated to always be continually learning and have a deep understanding...