Meet the Experts

Daniel Johnstone, CIM®, CFP®

Investment Advisor - National Accounts, IIROC

Andriy Bejnar

Financial Advisor

About Us
 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

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.

9 March, 2023

Invest Smarter with a Dollar Cost Averaging Strategy

Time in the Market is More Important than Timing the Market Investing can be an emotional process, especially if you try to time the...
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8 February, 2023

TFSA & RRSP

Wondering where to put your money? Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial...
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25 January, 2023

Money Facts 2023

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about...
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Market Monitor

Listen to insights from our market specialists  

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