RRSP vs TFSA?
Not sure whether to invest in your RRSP or TFSA? How you should think of these as part of your long term wealth management strategy.
Why have an Investment Policy Statement?
Investment Policy Statements are commonly used keep you on course over time.
The Importance of Having a Plan
Wondering how you'll reach your financial goals? Create a plan!
Market Indices - What You Need to Know
What is the stock exchange? What are indices? How can I use them to help me make sense of my finances?
Demystifying Stocks & Bonds
New to investing? Need to start from the beginning? If you or someone in your life might benefit from a basic introduction to the differences between stocks and bonds, this podcast has just that.
Meet Christie and Shawna
Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth clients grow and preserve their wealth. Learn more about who we are, why we do what we do and what we are hoping to accomplish with this podcast series.