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Meet the Experts


Daniel Johnstone, CIM®, CFP®

Investment Advisor - National Accounts, IIROC

Andrew Craig, RIS

Financial Advisor - National Accounts, MFDA

 

Why should you choose us?

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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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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Stock Price Volatility Reflects Opinions, Not Facts

19 May, 2022

Stock Price Volatility Reflects Opinions, Not Facts

We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster.
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The Point of Maximum Pain

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging.
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Canada’s Budget Highlights

8 April, 2022

Canada’s Budget Highlights

The Federal Government released its new budget on April 7 - focused on incentives to make life more affordable.
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Market Monitor

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