A Moment About Your Money by Ted Wernham

Report Card Time: Did Your Portfolio pass or fail? Here is ours!

Results of our Model Portfolio are pleasing – with GUARANTEES in place Download JULY 2012 REPORT CARD   Listen to the spot we are running on […]

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What They Said About Us in the Financial Post

July 7, 2012 Financial Post article about  blended family finances.  Read about what happens without a plan …. http://business.financialpost.com/2012/07/06/writing-a-will-can-be-as-fun-as-pulling-teeth/

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Say What!? TFSA Planning – Should your spouse be beneficiary or successor planholder

It is very important to make the right decision about the set up of your Tax Free Savings Account.  You probably were not aware, but we […]

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Report Card: Our clients are pleased, you should join us!

Tired of the roller coaster Market?  Worried about your investments for lots of reasons?  Stop the Drop!  Here is a Report Card update on our performance […]

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