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Wade Van Bostelen, CFP®, FMA, FCSI, FP™ Canada Fellow

Certified Financial Planner

Thelma Nienhuis

Assistant

SPOTTED IN THE NEWS

Has the pandemic changed your financial priorities?

30 November, 2020

Has the pandemic changed your financial priorities?

If there’s one thing this year has shown, it’s how life can change on a dime. In a recent poll, we found that COVID-19 has left many Canadians revaluating their finan

24 November, 2020

10 ways to grow your RRSP

Many Canadians are increasingly relying on their own resources to fund their retirements.

Estate Planning

1 October, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.

estate planning

1 September, 2020

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend

 

Market Monitor

Listen to insights from our market specialists  

 

Our Media Library

Here is a collection of client educational videos, hear from qualified Investment Specialists on today's market matters.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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