January 2026

We are always happy to help you, your family, and friends. As always if you have any questions or comments, please be sure to contact us.

Harry, David, Kevin & Alex

604.468.0888

Email Harry

Email David

Email Kevin

Email Alex

We’re pleased to welcome Alex Wellman as the newest member of our advisory team.

After several years of helping with administrative functions and being within our financial planning department, Alex has now stepped into a position within our advisory group.

We’re thrilled to continue working with such a dedicated and hardworking team member.

Click on the pictures to view the videos and articles

Check out some of our recent YouTube Videos, subscribe to our YouTube channel today!

December 2025 Market Update

As we close out 2025, markets once again reminded investors that progress rarely moves in a straight line, but long-term discipline continues to be rewarded. Despite volatility, shifting narratives, and persistent concerns around inflation, tariffs, and geopolitical conflict, global markets finished the year on solid footing.

Join us for our December 2025 Market Update. As always, if you have any questions, please do not hesitate to reach out to us.

Government Pension Plans

We’re excited to welcome Alex Wellman as he steps into his new role as part of our Advisory Team. Today, join Harry, David, Kevin, and Alex as they discuss this month's educational topic of government pension programs.

As always, if you have any questions, please do not hesitate to reach out to us.

Understanding CPP

The Canada Pension Plan (CPP) is a core part of most Canadian retirement plans. Learn who is eligible, when payments are issued, and how CPP income is taxed.

Source: AdvisorStream

What To Do When Retirement Doesn't Go as Planned

Retirement doesn’t always go as planned. These four pivots can help you stay flexible and build a retirement plan that lasts.

Source: AdvisorStream

Key Tax Numbers And Strategies for 2026

The new year is a good time to review tax-planning opportunities—from new tax-free savings account (TFSA) contribution room to income-splitting strategies like prescribed rate loans. Here are some key tax changes and figures for 2026.

Source: AdvisorStream

5 Things To Do Instead Of Withdrawing From Your Retirement Savings Early

Financial emergencies happen, but an early withdrawal from a retirement account isn’t your only option. Here are five alternatives to withdrawing from your retirement savings early.

Source: AdvisorStream

High Interest, GIC, and Mortgage Rates

Through our strategic partnership with Dominion Lending Centres, we can help you find the best mortgage rates and make the process as simple and efficient as possible for you. Additionally if you want to stay up to date with the current interest rates on High Interest Savings accounts and GICs click the button below.

**Please note, rates change daily and subject to change without notice. Please be sure to call us to learn the most current rate.**

Life is all about balance. Not only is your financial well being important, but so is your physical and mental well being.

Follow us on social media!