Blog

Shane Parreno, has recently received his Registered Representative License through our governing body, Investment Industry Regulatory Organization of Canada (IIROC). He has accomplished this through additional courses and accreditation through the Canadian...

In recent years there has been a lot of conversation about financial literacy levels in our schools. It is apparent that there is little formal training to prepare young people for a lifetime of managing money. While there are some excellent programs...

A really good article was recently published in The Globe and Mail on Family Meetings a new facet of Financial Planning. I cannot agree more with the author of this article on the importance of having a clear plan which is communicated to family members...