Stay Informed

My 2026 brochure is now live! It highlights how I deliver tailored solutions aligned with your needs and long‑term goals. We aim to support and grow your wealth through all market conditions while keeping your broader financial plan in focus. Download it here.

Market uncertainty is something every investor faces — but understanding what’s behind the headlines can help us stay confident.  To help keep you on track, I've included a few recent articles that I think you may find interesting for this month.

This page provides a collection of helpful resources and references to support your financial journey with us. The information is offered for reference purposes.

Mid-year can be a helpful point to check progress on the goals you’re building toward—whether that’s buying a home, growing a family, planning a wedding, or getting retirement plans more clearly defined. A quick review of cash flow, saving habits, and upcoming commitments (including debt renewal dates) can help keep day-to-day decisions aligned with longer-term priorities. In this newsletter, I’ve highlighted the following areas as part of your mid-year financial check-in. Click the link to learn more.

Periods of increased cash flow - whether from a bonus, tax refund, or changes in income and expenses - can provide an opportunity to pause and review your financial strategy. When aligned with a well-thought-out plan, extra cash can be put to work in meaningful ways. A balanced approach today can help support both near-term priorities and longer-term financial goals. Click the link to learn more.

As tax season approaches, taking time to organize your financial information can help you feel more confident and prepared. Staying organized isn’t just helpful during tax season—regular, small check‑ins throughout the year can help ensure your financial strategy continues to align with your evolving goals, responsibilities, long‑term plans, income needs, emergency savings, and household budgeting. Click the link to learn more.

As we move into tax season, February is a good time to review retirement savings, confirm key deadlines, and ensure your financial plans remain on track. Taking a few simple steps now can help support a smoother filing process and keep your overall financial picture organized, including income needs, emergency savings, and household budgeting.

As 2026 begins, best wishes for a prosperous year. The arrival of January brings updated contribution room for Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA), presenting an opportunity to review financial strategies and take advantage of new limits. Click the link to learn more.

On November 20, we hosted our Client Presentation Dinner, providing an opportunity to reconnect and share market insights for the year ahead. The highlight of the evening was the thoughtful presentation by Brendan Fitzgerald from RBC Global Asset Management, who delivered an insightful presentation covering the 2025 year-end market landscape and the 2026 investment outlook. Click here to read full event highlights.

On September 25, we hosted an Estate Planning Luncheon at the St. Albert 50+ Club with nearly 100 attendees. Our guest speakers, Christine Maloney and Chenel Kimber from Weary & Company, and Sharene A. Gaitor from TD Wealth Private Trust, shared valuable insights on how to protect your legacy and prepare for the future. Click the link to read the full event highlights and learn more about estate planning.