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SPOTTED IN THE NEWS

31 January, 2024

Money Facts 2024

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

24 January, 2024

Market Monitor: Our Investment Specialists Outlook for 2024

We recently sat down with nine of our top-ranked investment specialists at IPC Portfolio Services' Toronto Due Diligence conference...

Our Team


Kevin Page

Financial Planner

Debbie Page, SFC, PFP

Executive Assistant

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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Market Monitor

Listen to insights from our market specialists  

 

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