A partnership for Life’s financial journey

We take the time to understand your unique financial goals and aspirations, the people you call family, and the profound impact your financial decisions will have on your future.

Plan

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” 

- Warren Buffet

  • Should I contribute to an RSP first or a TFSA?
  • When should I start planning my retirement.
  • How much do we need to save?
  • How do I insure I have enough money to support myself through retirement?
  • Should I take CPP early or defer it?
  • Which pension option should I take?
  • When and how will I draw money from my business?
  • Should we draw down our RRIFs early?

Grow

“Time in the market, beats timing the market.”

- Kenneth Fisher 

  • Is my money growing faster than inflation?
  • Are we too conservative? Too risky?
  • What does 'long-term' really mean for our money?
  • Am I paying excessive fees?
  • Are we balancing our risk with return?
  • What happens to my portfolio when the market changes? Do we change our strategy?
  • Should we try and time the market?
  • Are we diversified properly?
  • How do we know the people managing our money are good at it?

Protect

“It does not do to leave a live dragon out of your calculations if you live near one.”

- J.R.R. Tolkien

  • Do we have enough to provide for our future?
  • Will my loved ones be taken care of?
  • Is my Will current?
  • Who will carry out my wishes?
  • Who should I choose to be my executor?
  • How can we prepare our children for their inheritance?
  • Could a trust benefit my family?
  • How can we minimize taxes on our estate? Do we have to pay probate fees?
  • Should I make my assets joint with my children?

About us

For over 30 years, we have been trusted advisors to our clients. They come to us  with unique stories, goals, and challenges. We understand that wealth is more than just numbers; it's your legacy. It's your dreams for the future and the story of your financial journey. It's a lifelong path, and we're here to guide you every step of the way.

As a multi-generational practice, we offer the stability and experience you need today with the innovation and vision for the future. We're your partners, dedicated  to your family's financial well-being and peace of mind.   

How can we help?

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Jeff Stathopulos

Jeff Stathopulos, CFP, CIM

Senior Portfolio Manager & Wealth Advisor

Phone Number250-448-9794
|
Email me

Gage Buchanan

Gage Buchanan, CFP, CIM

Associate Wealth & Investment Advisor

Phone Number250-448-7874
|
Email me