Monte Hyssop

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 2020 is $6,000 (cumulative total $69,500)

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.

Recent Posts

How long will the economic recovery take?

Jul 31, 2020 | Kelly Bogdanova

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

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Investor trends: Is telemedicine the way of the future?

Jul 29, 2020 | Gopa Nair, CFA

As more people access virtual health care while working from home, telehealth providers are a growing part of the health care sector.

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Are preferred shares right for your portfolio?

Are preferred shares right for your portfolio?

Jul 24, 2020 | Thomas Garretson, CFA

Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.

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