We believe that the key to successful investing is a comprehensive long-term plan that involves all aspects of wealth management. Wealth Management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy.
 

We will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

Important Notices

The annual Tax Free Savings Account contribution limit for 2024 is $7,000 (maximum contribution limit since inception $95,000)

Your contribution room can be verified by giving us a call or by logging into My Account on the CRA website. 

We would be more than happy to help you process your contribution so please give us a call and we can discuss the best way to move funds into your TFSA.

Monte Hyssop 604-257-7676

Shirley Gatto 604-257-7601

Recent Posts

Rally realities

Rally realities

Apr 15, 2024 | Kelly Bogdanova – San Francisco

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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2024 earnings: The likely convergence of the “haves and have nots”

2024 earnings: The likely convergence of the “haves and have nots”

Apr 05, 2024 | Kelly Bogdanova

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

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High expectations for U.S. equity markets

High expectations for U.S. equity markets

Apr 03, 2024 | Jim Allworth

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.

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