We want to be your Wealth Partners

As Financial Advisors we work closely with our clients, by learning what's important to them and their families, and then working together to build a financial plan to assist in getting them there.   

With over 20+ years of experience working with individuals, families and corporations across the country, we care about our clients and their financial futures just as much as they do.  We offer an unbiased approach to all of the important financial decisions that impact them at every stage of their lives.  

Navigating the world of finance with an independant Financial Advisor offers you peace of mind whether you're dealing with your retirement planning, your pension benefit options, various investment opportunities or simply planning for your child's educational funding. 

 

Let us work with you as your Wealth Partner!

 

2018 Handy info

NEW TFSA contribution room for 2018 = $5,500  for a total personal room of $57,500

NEW RSP contribution limit 18% of your 2017 earned income up to a max of $26,230

Income Tax deadline  April 30, 2018 (individuals)  or  June 15, 2018 (self-employed persons)

RESP contribution limit $50,000 lifetime limit  Government Grants upto 20% grant on $2,500 contribution

RDSP contribution limit $200,000 lifetime limit upto age of 59

 

 

 

 

 

Latest Blog Posts

What's Behind the recent Market Pullback?

Published by Kelly Fagundes on Feb 07, 2018

So, I’m a true believer that just because a client may not be calling in to panic about the markets, doesn’t mean they don’t want to.  This quick email will hopefully calm some of those concerns, otherwise...

2018...Show us what you got!

Published by Kelly Fagundes on Jan 08, 2018

Wishing everyone a strong and healthy 2018!   Joe and I will be busy these first few weeks in January meeting with many of your Portfolio Managers and attending various industry events where we’ll get...

Two of the scariest words in personal finance today are 'investment property'

Published by Kelly Fagundes on Nov 16, 2017

This article first appeard in the Globe and Mail on November 15, 2017.  Written by Rob Carrick   Through 10 of the most confusing years ever for managing your money, housing has delivered.   So it's no...

How to live Happily Ever After with your money...

Published by Kelly Fagundes on Jul 28, 2017

According to a recent study by Ameriprise, nearly 70 per cent of couples say they’re living happily ever after because of good communication with their spouse when it comes to money. However, many couples...

Canada Revenue Agency is encouraging us all to...do it online

Published by Kelly Fagundes on Jun 26, 2017

Canada Revenue Agency (CRA) is encouraging all of us to...do it all online.   The push to go digital is so great that in the next few years those who still file their income taxes manually (and you know...

In the Winter 2017/2018 edition:
From new investment approaches to
caring for aging parents,
it pays to keep one eye on the future