A beneficial service offered through our team is the development of a personalized Investment Policy Statement (IPS) - a critical first step to investment success. Consider this popular Japanese proverb: Vision without action is a daydream. Action without vision is a nightmare. An IPS combines one's vision and plan of action in a single document. It records your investment objectives, tim...

A home or cottage is one of the few major investments you can personally use and enjoy. It's also likely the biggest investment you'll ever make, so we recommend you take time and care to plan your next move. Among the key strategies to consider off the top: Picture your dream home. Start by assessing your needs and wants. Where would you like to live? What type of home and features are you...

Thanks to medical advances, more and more people are surviving a critical illness such as cancer, a heart attack or a stroke. The not-so-good news is that it may mean extra expenses for you and your family that are not covered by many types of insurance. Disability insurance replaces an income stream (after a waiting period) when you can no longer perform your normal work duties due to a disab...