We believe that the key to successful investing is a comprehensive long-term plan that involves all aspects of wealth management. Wealth Management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy.
 

We will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

Important Notices

The annual Tax Free Savings Account contribution limit for 2024 is $7,000 (maximum contribution limit since inception $95,000)

Your contribution room can be verified by giving us a call or by logging into My Account on the CRA website. 

We would be more than happy to help you process your contribution so please give us a call and we can discuss the best way to move funds into your TFSA.

Monte Hyssop 604-257-7676

Shirley Gatto 604-257-7601

Recent Posts

A mature but still intact equity bull market

A mature but still intact equity bull market

Feb 27, 2026 | Robert Sluymer, CFA

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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Tariffs: A revenue win—but not a deficit fix

Feb 20, 2026 | Kelly Bogdanova

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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Can Europe meet the moment?

Feb 13, 2026 | Frédérique Carrier

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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