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BOOK A PORTFOLIO REVIEW TODAY

How Would Having More Money Change Your Life?

SHARE PRICE VS. VALUE

How to determine if a stock is expensive or not?

NEW NORMAL

What should you do as an investor?

“PEAK REOPENING”

Will the good times come to an end?

September 14, 2021

This Week: Market Pullback, Diversification & COVID Slowdown

Investor worries about a pullback in September; the importance of a diversified portfolio; some U.S. companies cite softer numbers with rising Delta/COVID-19 cases. Get the answers here.

What Stage of Life Are You At?

Early On The Career Path

With your career going strong and some money to invest, we can help you to get started in building the path to short and long term financial success.   Learn more >

Prime Earning Years

You’re doing well and are thinking about saving for the future, whether it’s planning for your kids post-secondary education or ensuring you have the financial means to live the lifestyle you desire in retirement.   Learn more >

Stress Free Retirement

You’ve built your nest egg and now are focused on protecting what you’ve built, while also continuing to grow your portfolio. It’s important you have the income you need for your retirement lifestyle.   Learn more >

Latest Posts / Podcasts / Videos

The Sunday Money Show – September 5, 2021

The Sunday Money Show – September 5, 2021

Listen to my Sunday Money Show podcast as I discuss why the recent speech from the head of the U.S. Federal Reserve Jerome Powell, was so important. We also answered your questions on Canadian bank stocks, the continuous impact of COVID-19 on small businesses, building a customized portfolio and more.

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