Our Blog

Due to Covid-19, it has been almost two-and-a-half years since our last in-person client event. So: I am thrilled to tell you I am planning on hosting four lunch and learn events, in person at our office: 105 West Beaver Creek Road, Unit 2 Richmond Hill, ON L4B 1C6, 1

By Ian Ardill  There is a lot of anxiety out there.  It is very real. A lot of jitters.  Feelings of powerlessness.  Mostly about interest rates, inflation and the markets going up and down, but mostly down. Are interest rates going to level out – or skyrocket?  What about inflation?  Last

 You’re going to love this video.  Since its inception in 2008, the average rate of return for Pavilion funds is 161% after tax.* That is not a typo. I believe that for high income earners – anyone paying north of 40% income tax – a Pavilion fund is something

 You’re going to love this video too! I love Invico and their Diversified Income Fund.   There’s the D-word again. But fear not: this is a fund that offers diversification, and, to boot, is offered by a company with a diverse team – led by Co-Founders Alison Taylor and Jason Brooks. While Alison was

By Darlene Abballe Quality Risk Manager In almost 15 years at this company, given the very personal nature of the work we do for our clients, I have been brought to tears more than once.  Mostly they have been tears of joy. One of those occasions was earlier this month,

By John Ardill You don’t need me to tell you that we’re in unsettling times. Let me share my strategy that seems to work in most economic conditions. In a broad way, Ian explains to his clients that financial plans are like a three-legged stool: •  Publicly traded Securities • 

By Ian Ardill  Happy New Year!  In 2021, we had the privilege of serving you through a great year for our portfolios, and we look forward to 2022 with great enthusiasm. Just over one month in, it has been an interesting year already, as the public markets are down significantly. The

A very special edition of our show, Money Match. You can change a lot in 30 years—and so can your money.  That’s why it’s so important to partner with someone you know has your best interests at heart. We have had the privilege of having Dr. Scott Windsor as our

RRSP season is here.  Should you be investing in them? It’s not the no-brainer that some in the media would have you believe.  For some people, the answer is no. For others, it is a yes.   But here’s one thing for sure: we will carefully walk you through how

By John Ardill Let me take a wild guess:  the two “Is” – inflation and interest rates – are on your mind. Mine too.  They certainly were in 1981, just two years after I began my career in financial services, when Canadian interest rates hit their highest point in modern

Growing up in Caracas, Venezuela, Alex recalls a beautiful, fun childhood of warm beaches and warm people.  There were physical dangers to avoid, but her loving parents would always make her feel secure, and rooted her in her faith in God.  And there was the financial insecurity that comes from