Recent Posts

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Will the inflation surge impact equity markets?

May 14, 2021 | Kelly Bogdanova

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

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Five things investors should know about hydrogen’s global potential

May 11, 2021 | Kelly Bogdanova

The lightest of elements may turn out to be a heavyweight in the transition to clean energy. We examine hydrogen’s opportunities for various industries.

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Should equity investors be optimistic in 2021?

May 07, 2021 | Kelly Bogdanova

Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.

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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).

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