Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients. We want to ensure that you receive your fund requests when you need it; for example, buying a new car or any other purchase. Please review our client request process for EFTs & Wire Requests.

Yet another year has gone by and you have heard it said “The more things change, the more they stay the same”.

With the financial demands of school loans, living expenses, and finding a career path, many young people struggle to purchase their first home. Often, parents and grandparents are very sympathetic. They’ve enjoyed the financial benefits of long-term homeownership themselves and see how hard it is today to make that important first step into the real estate market.

Although it may seem early but it is never too early to start thinking about taxes! We will be sending out a more formal email in early February, but want to let all clients know that we are once again offering our popular tax preparation services for the 2021 tax year.

Many consider diversification to be holding smaller positions in a number of companies that you expect to perform well in the long term. While this is true, many investors trap themselves into exclusively investing within their home country, and many living in North America rarely venture outside Canada and the United States.