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Daniel Johnstone, CIM®, CFP®

Investment Advisor - National Accounts, IIROC

Andrew Craig, RIS

Financial Advisor - National Accounts, MFDA

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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.

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.
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8 July, 2022

Slamming on the Brakes on Inflation

Persistent inflation pressures have prompted global central banks to accelerate their plans, and we now anticipate the most aggressive and synchronized global tighte
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28 June, 2022

Estate Planning: Transferring Your Estate

Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries.
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