The Three Phases of Retirement Spending: Why Your Income Needs Change Over Time

Wealth Planning | Apr 20, 2023

Retirement is often thought of as a time to relax and enjoy the fruits of your labor. However, the reality is that your retirement income needs are likely to change…

Federal & BC 2023 Budget Commentary

Wealth Planning | Mar 29, 2023

2023 Federal Budget Commentary Canada’s Finance Minister, the Honourable Chrystia Freeland, tabled the 2023 federal budget on March 28, 2023. Canada’s economy is now 103% the size it was before…

Congratulations Steve Willems – Winner of Wealth Professional’s Rising Star 2022 Award

Community | Nov 25, 2022

We are thrilled to announce Steve Willems has been named a winner of the Wealth Professional’s Rising Stars 2022 award.  Each year Wealth Professional recognizes under 35-year-olds talents who can…

What’s After the Storm?

Markets | Aug 9, 2022

We have spent enough time discussing the immediate challenges in the markets. Investors should not lose sight of the long-term opportunities ahead. 1. Interest rates will be lower than normal….