Understanding the cost of Investment Funds

Published by Roger Quirion on Jan 25, 2017

  We removed the video on the home page on our website, but wanted to make sure you still have access to the information.  Please find below a link to an updated video from our partners at Mackenzie Investments.... Continue reading

US Election

Published by Roger Quirion on Nov 04, 2016

“The only limit to our realization of tomorrow will be our doubts of today.” – Franklin D. Roosevelt   Canadians are fascinated by US presidential elections.  However, investor doubts may seem especially... Continue reading

Changes Coming in 2017

Published by Roger Quirion on Oct 27, 2016

In previous newsletters and communications we have discussed upcoming regulatory changes (CRM2).  These are coming into effect on the statements you will receive in January.  The new information provided... Continue reading

Welcome Sherif Garis

Published by Roger Quirion on Jun 24, 2016

Starting in May 2016, the Branch welcomed Sherif to the team as a co-op student from Lakehead University.  Sherif will be taking on some of the duties of Meghan while she is off for a Maternity leave.... Continue reading

Market Volatility

Published by Roger Quirion on Jan 15, 2016

We would like to extend best wishes to you and your family for a happy, healthy 2016.  Global markets have taken a collective tumble during the first trading session of 2016, making it one of the worst... Continue reading

2016 Tax Free Savings Account Limits

Published by Roger Quirion on Jan 05, 2016

The TFSA limit has been reduced to $5,500 a year effective January 1 2016.    The total contribution amount on January 1, 2016 for a Canadian who has never contributed to a TFSA will be $46,500, if the... Continue reading

New Team Member

Published by Roger Quirion on Dec 11, 2015

We would like to officially welcome Shawn Tempelman to the team as Client Service Co-ordinator. Shawn intially was hired in March to assist with the process of tax returns, but now as official team member... Continue reading