Process and Behavior: Navigating Uncertainty with Confidence

 March 14, 2025 |Jim Noble and John Hastings
Over the years, we have seen countless headlines, political rhetoric, and policy shifts that have shaped both economic outcomes and investor behavior in the equity market. These cycles often create uncertainty, lack of clarity, and, in many cases, outright...
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Kickstart 2025 with Smart Financial Moves

 January 23, 2025 |John Hastings
Is it to late to wish you all a happy new year? I have never figured out the appropriate etiquette here. In any event, happy new years! If you haven’t already received a call or email from Sara or someone on our team, you will soon. As we roll into 2025...
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5 Cyber Scams Targeting Seniors

5 Cyber Scams Targeting Seniors

 October 01, 2024 |Diane Amato

Elder fraud can take many forms and is a growing problem in Canada and worldwide. With a general rise in online scams — and seniors’ increased adoption of smartphones and the internet — cyber crimes against Canada’s older population are resulting in

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How to safeguard yourself against cybercrime and electronic fraud

How to safeguard yourself against cybercrime and electronic fraud

 October 01, 2024 |DA Marketing

With cybercrime on the rise in Canada, it's important to know how to protect yourself and your family.

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Your fraud protection plan for your business: People, process, and technology

Your fraud protection plan for your business: People, process, and technology

 October 01, 2024 |Royal Bank of Canada
When businesses consider fraud protection measures, there is often a focus on technology – whether it’s installing new systems, upgrading software, or leaning on the technology of key partners. The reality is, employee education, processes and planning...
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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

 April 17, 2024 |RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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A little recognition goes a long way....

 April 15, 2024 |John Hastings
A little recognition goes a long way…. I was recently asked to participate by Advisor’s Edge (an online publication for Canadian investment/wealth professionals) with two other advisors from different firms and from different parts of the country, to...
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Jim Noble and John Hastings

PODCAST - Market Update with John and Jim

 April 15, 2024 |John Hastings
Jim and I get together to record our thoughts on the current market and where we think things are going. As always, reach out if you have any questions or concerns.
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2020 Tax Planning Tips

 April 15, 2024 |John Hastings
Taxes, TFSA and RRSP contributions....... tis that one time of year when most of us think about our personal finances. With respect to taxes, here are some useful tips to ensure you're up to speed on the most recent changes as you get prepared for the...
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