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Ronald P. Harvey, CFP®, C. Dir. Fellow of FPSC™, FCPA, FCGA

Senior Financial Advisor

Sharon Boothroyd, B.A., CFP®

Senior Financial Advisor

Latest Blog Posts

net worth

6 November, 2018

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a che

19 October, 2018

Market Downturn is Short-Term Noise

The U.S. stock market has been sliding for six straight days, while stocks in Canada are also taking a tumble. It is important to remember that a market downturn is

blog img

4 October, 2018

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner

Expert Estate

24 September, 2018

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important

 

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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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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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