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We moved! Effective February 1, 2023, our new address is
1255 Commissioners Road West, Unit 223
London, ON N6K 3N5

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Stories that Create Impact
The Most Fun I Have Ever Had Building a Financial Plan
Recently I probably had the most fun I’ve ever had working with a client. Joan (or so we will call her to protect the innocent) is in her late...
Ensuring that charitable gifts go as planned.
An interesting news article hit my feed last month, based out of New Brunswick. It is a cautionary tale of the importance of getting the terms of a...
Keeping it under the mattress
One of the things that brings us great joy in our office is finding unique and unusual news articles that tie into our work, and finding ways to...