Gaining greater confidence about health care in your later years

Helping you take care of your financial health is what we do as your wealth advisors. But ultimately we’re doing that for a reason – to help you achieve your most important goals in life, whether it’s enjoying your retirement, creating a legacy for your family or living your best, healthiest life as you age. Please click on the link attached to learn more.

How to empower older Canadians with personal and financial planning

COVID-19: How to empower older Canadians with personal and financial planning

 June 16, 2020 |John Stackhouse

Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.

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The Wealthy Barber: Get an up-to-date will!

 October 28, 2019 |John Ord

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

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The Wealthy Barber on why a DIY approach for executors is often unwise

 October 21, 2019 |John Ord

"Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help?"

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