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SPOTTED IN THE NEWS

covid-19

27 March, 2020

UPDATED: Canada's Economic Response Plan

The Federal Government has provided further updates to the Canada’s Economic Response Plan, detailing the eligibility criteria and how you can apply for support. Che

Life

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. 

covid

19 March, 2020

COVID-19: Canada’s Economic Response Plan

The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis.

Rana

11 March, 2020

First Coronavirus, Now Oil – Should We Be Worried?

In this three-minute video, Chief Investment Strategist, Rana Chauhan, explains that the market impact of coronavirus combined with the recent drop in oil prices fee

 

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Our Team


Steve Morden, CFP®

Certified Financial Planner®

Gary Simpson, CFP®

Certified Financial Planner®

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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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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