Recent Articles

keith jennifer at gala

As we ease into summer, we’re taking a moment to reflect on the meaningful ways we connected with our community this past spring. In May, our team proudly participated in the Sporting Life 10k in …

06 2025 1

Let’s be real—there’s always something going on in the world that makes you question if now is the right time to invest or save. One minute it’s inflation, the next it’s interest rate hikes or …

06 2025 2

Here’s the thing—many Canadians are great at setting money aside in their workplace retirement plans. But when it comes to actually figuring out how much they’ll need in retirement and whether they’re on track to …

06 2025 3

Scott Havens* is the kind of guy everyone wishes they had in their life. At 35, he’s the go-to mechanic in Vancouver who never hesitates to lend a hand—whether it’s helping a buddy fix a …

05 2025 1

There’s a story that gets passed around the financial world—about an advisor out in Omaha, Nebraska, not far from Warren Buffett’s hometown turf. Let’s call him Fred Smith. Fred’s built a reputation for helping local …

05 2025 2

Here’s a question that most people don’t think about: What’s your most valuable asset? Your house? Your investments? Maybe your car? Actually, it’s none of those. Your most valuable asset is your ability to earn …