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Insights

The Basics of Keeping a Balanced Investment Portfolio

The Basics of Keeping a Balanced Investment Portfolio

Christopher Dewdney | Aug 2, 2021
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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The Pros and Cons of Investment Apps

The Pros and Cons of Investment Apps

Christopher Dewdney | Jul 1, 2021
Categories
Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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The Difference Between Old Age Security and The Canada Pension Plan

The Difference Between Old Age Security and The Canada Pension Plan

Christopher Dewdney | Jun 1, 2021
Categories
Retirement
Pension
You may be familiar with some of the federal retirement programs available, but do you really know the differences between them?
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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