How much should I have in my emergency savings fund?
We all got the shock of a lifetime when the pandemic hit. We quickly learned that a closet full of toilet tissue may…
The ultimate litmus test for your financial life plan.
Risk management is a critical factor in financial life planning. Throughout the planning process we ask a lot of “what-if” questions, but we…
10 neat things to do while self-isolating
While we’re all at home working to flatten the curve we thought it would be fun to put together some things to do!…
Upcoming Events
Labour Day
We’ll be closed for the September long weekend. Maybe some of us will get out to the lake before the season closes – we hope you can too!
Quarterly Income Tax Instalment Due
“When a due date falls on a Saturday, a Sunday, or a holiday recognized by the Canada Revenue Agency, we consider your payment to be paid on time if we receive it on the next business day.” *Source: Canada Revenue Agency
Go to event page >Rosh Hashanah
The office is now open
We've cautiously reopened the office with social distancing practices implemented. Regular hours at this time are Monday - Thursday 9:30 am - 4:30 pm. Please note we are working remotely on Fridays and can be reached by phone or email.