Blog

In addition to portfolios suffering as markets tanked in March, clients may have lost their jobs or become ill during the pandemic. Such changes could significantly affect clients’ retirement goals, time horizons and risk tolerance if cash is needed...

While the extreme measures to shutter economic activity are causing investor panic, it is these measures that will enable us to contain the spread of COVID 19, which will in turn significantly reduce the long-term economic impact....

This month, Wealth Professional Canada magazine named Darcie as one of their Top 50 Advisors for 2020. Darcie was recognized for her institutional, "smart money" approach to private wealth management for executives and business owners....