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A Lifetime of Contributions
July 4, 2023
Whatever your inspiration to start investing, whether it is a book, lunch with a friend or an introduction to a financial advisor nothing happens without your first contribution.
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Educating (Grand)Kids: The FHSA — A Potentially Valuable Tool
June 21, 2023
With the cost of home ownership becoming increasingly out of reach for many younger folks, our clients often have questions about the opportunity to assist (grand)children with buying a home or condo.
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During Volatile Times: The Case for Goals-Based Investing
August 23, 2022
Goals-based investing differs from traditional investing programs that generally allocate assets and measure progress based on market benchmarks. Instead, it focuses on the investor by mapping savings and investments to unique goals, which may involve specific time horizons and risk profiles, while measuring progress towards achieving these goals.
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During Volatile Times: The Continuing Case for Dividends
September 7, 2022
The long-term case for dividend-paying equities continues to be compelling. During volatile markets, such as we are experiencing today, dividends can play a role in reducing overall portfolio risk and volatility. Over the longer-term, increasing dividend payouts and the potential for compounded growth can make dividends an integral part of an investment portfolio.
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Location
147 Harrison Ave, P.O. Box 1950
Parksville, BC V9P 2H7
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250.954.0247
866.954.0247
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