September 2014

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Trends in the Market: Extremes like those of 2008 and 2014 that create panic and anxiety in investors. Learn why you shouldn’t worry..

Those of you who didn’t attend our August Lunch and Learn missed an important lesson in managing behaviour in volatile markets. With the equity market close to doubling in value over the last 5 years, it is now even more important that clients take control of their emotion-based decision making process. [youtube]https://www.youtube.com/watch?v=ea2JIHs-tBk[/youtube] We followed the …

Trends in the Market: Extremes like those of 2008 and 2014 that create panic and anxiety in investors. Learn why you shouldn’t worry.. Read More »

Planning Your Financial Defence

Planning Your Financial Defence

Managing your money and planning your financial security are not easy tasks. Time constraints, ever changing tax laws, a confusing assortment of investment options — all present roadblocks for most people in addressing their financial affairs in any effective and coherent way.

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Identity Theft and Prevention: Are you a target?

We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. This event took place at the Thornhill Golf & Country Club on Friday, September 26th between 12:00 and 1:00pm. Theft of personal information for the use of …

Identity Theft and Prevention: Are you a target? Read More »

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