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SPOTTED IN THE NEWS

Retirement Planning

21 June, 2018

Take Control of Your Retirement Income

Turbulent markets, uncertain employment, shifting demographics and ever-changing retirement saving options can make planning a challenge.

retirement

19 June, 2018

Intelligent Investor: Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the ret

wealth

4 April, 2018

Intelligent Investor: Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.

navigating

3 April, 2018

IPC Special Report: Navigating Life’s Major Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life.

 

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Meet the Team

Marie Phillips, Honours BA, RRC®

Wealth Advisor

Cindy Little

Associate Investment Advisor

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For your convenience, we have offices in Ancaster and Milton.
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