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 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

By Ian Ardill  ‘Tis the season for many good things. For the gifts of family, friends and clients, for example.  And also for giving.  This holiday season, we have decided to demonstrate our caring for those around us by, instead of holding a corporate event, making a donation to Compassion Canada, an organization that helps raise children out of

By Ian Ardill Are you concerned about inflation eating away at your portfolio?  The Bank of Canada has identified inflation as “transitory but not short-lived,” and thus has signalled it could raise interest rates as soon as April 2022.  Traditionally, people mitigated the risk of higher inflation by buying fixed income instruments including bonds. 

By John Ardill But first, a note from Ian Ardill:  When I grow up, I want to be like my dad.  He has been so strategic about retirement, about not hanging up his cleats, so to speak, and not letting himself go. I am so proud of him and I am proud to introduce this special

We build an exceptional ecosystem of expertise by taking our time to find just the right match, of experts and solutions, for our clients.  I had a fantastic conversation with Jason Jogia, CIO of Avenue Living, about the great returns being delivered by Core Trust – their flagship fund – which our