Passion Excellence Integrity
  • Get the Facts on TFSAs


    TFSAs have emerged as a leading investment channel among Canadians. Learn why people are investing in TFSAs by reading our report, “Key Reasons to Invest in a TFSA”.

  • Your Future is In Good Hands


    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

  • Take control of Your Retirement Income


    Retirement is too important to leave to chance. Whether you are planning to retire or have already retired, learn the factors that could impact your retirement income.

  • Is Retirement closer than you Realized?


    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

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    Latest Blog Posts

    Is your family business gaining from the capital gains exemption?

    31 March, 2016

    Planning the future of your family business can be difficult. Will your children make wise decisions? Will the market be forgiving if... More »

    2016 Federal Budget Highlights

    23 March, 2016

    This was the first Federal Budget for Finance Minister Bill Morneau and the newly elected Trudeau government. It tabled a number of... More »

    Is your RRSP on the back burner?

    Is your RRSP on the back burner?It’s easy to get distracted when saving for a far-off goal like retirement. But an RRSP offers many rewards, so it’s critical to stay focused and make the best use of this unique opportunity each year.
    Brad Smith and Laurie Smith
    Through combining modern day financial planning strategies with Biblical wisdom, we help families and individuals build, monitor and modify a Personal Financial Strategy to help them reach their goals and finish well.

    Understanding the Cost of Advice:

    As with many other types of services delivered, there is a cost for the value of financial advice. This is true regardless of the investment solution (or investment plan you may have).  ...Click here to watch!