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Meet Our Team

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


16 August, 2018

The Sudden Wealth Paradox: Part 1

The Sudden Wealth Paradox is a two-part article guiding you through both the emotional and financial aspects of suddenly receiving a large amount of money. The surpr

16 August, 2018

Protecting Your Children from Affluenza

Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is gi

16 August, 2018

Tips for a greener home

Sustainable, greener living has become more central to our daily activities as people become more concerned about the environment. What you may not realize is that m


19 June, 2018

Intelligent Investor: Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the ret



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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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