financial consultant

In the third quarter of the year, higher interest rates and U.S. Treasury yields had a significant impact on U.S., Canadian and international equities. Read full article here.

The government just released the 2023 Federal budget.  Click here to review our key takeaways and a summary, and don’t hesitate to give us a call to discuss how changes could impact your financial plan.

The government just released the 2022 Federal budget.  Click here to review our key takeaways and a summary, and don’t hesitate to give us a call to discuss how changes could impact your financial plan.

The current tensions between Russia and the Ukraine have many investors questioning what, if any, market impact may hold should there be military action. While there are many valid reasons to be concerned about escalating geopolitical tensions, market performance is rarely one of them. Philip Petursson, Chief Financial Strategist for IG Wealth Management has created …

Will tensions between Russia and the Ukraine impact your portfolios? Read More »

On Monday, November 30, 2020, the federal government presented the Fall Economic Statement 2020 which contains measures to provide COVID-19 support for individuals and businesses, as well as tax measures that will come into effect in 2021 and 2022. Click here for an infographic with highlights from these proposals. For more information or if you …

Fall Economic Statement 2020 Read More »

Our team of financial planning experts, who specialize in tax, insurance, estate planning and more, created this tax planning tool to help you identify strategies that could help you reduce your taxes this year and possibly into the future. Click here to read it!  For more information or if you have any questions, let me …

2020 Year-End Tax Planning Checklist Read More »

Every Friday, our client base receives an email with links to 6 informative and relevant articles from a whole range of news outlets. These articles are hand picked and chosen to add value and commentary to current market, financial and life situations. One such article really stood out this past week and I wanted to …

Here’s Why Some Investors Panic & Here’s How to Make Sure You Don’t. Read More »

Let me describe the problem with financial planning with a real world scenario. Have you ever taken a drive to the Rogers Centre? If you’re not sure what the Rogers Centre is because you aren’t from around here, the Rogers Centre is the baseball stadium that is home to the 2019 World Series Champion Toronto …

Financial Planning With A Scalpel Read More »