Recent Posts

Is-that-all-yields-got-advisor-in-page

Have we seen the top for yields?

Apr 15, 2021 | Thomas Garretson, CFA

The economic data through April has been good news, but the drop in global yields suggests the opposite. We provide our thoughts.

Read more
concrete-road-curve-of-viaduct-in-page

Infrastructure, inflation, and a possible Fed policy rethink

Apr 09, 2021 | Atul Bhatia, CFA

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

Read more
wooden-staircase-in-side-of-steep-grassy-hill-in-page

Are Treasury yields rising for all of the right reasons?

Apr 06, 2021 | Thomas Garretson, CFA

Rising yields signal robust growth as inflation fears lurk. How the Fed’s new policy framework plays out will be a fascinating experiment for markets.

Read more

Welcome

It all starts with you

We believe your future investment success depends on having a clear idea of what you are trying to accomplish, coupled with a realistic understanding of what you are like as an investor.  We focus on helping you formulate a long-term wealth management strategy appropriate for your situation.

Personalized service from your investment advisor

As dedicated professionals, Shawn and Barb will devote time and energy to fully understand your financial situation, life goals and tolerance for risk when creating a wealth management strategy that is right for you.

A plan is essential for success

Success rarely happens by chance.  You and Shawn will work together to define your investment objectives.  Then, Shawn will help you devise a strategy to achieve your objectives over a realistic time frame.

This is a long-term partnership

There is no simple, one-time solution.  Your situation changes, financial markets change and the factors that determine investment success can also change.  Your wealth management strategy needs the flexibility to anticipate and respond to these changes.  Shawn and Barb are committee to working with you through each stage of your life to help you meet your objectives.

A commitment to the highest standards

We understand how important it is to have confidence in the people you have entrusted with your investment assets.  As a member company of the RBC Financial Group, we are fully backed by the resources of Canada ’s leading provider of financial services.  We are also a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

Important notices