We’ve Expanded!

2020 has presented a number of unique challenges for all of us. It has provided an opportunity for us to evolve as a firm and improve upon the services we offer you.  We've expanded!We expanded our provincial footprint of our firm by opening a new office in Victoria, BC.Fone Thantasanee...

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Re-affirming Our Investment Management Approach

2020 has been a year of wild volatility. The market is up on recent news of COVID-19 vaccines, but we remain cautious for 2021 as many risks still pose a threat to the markets. Global economies are tight-rope walking to recovery and industry earnings growth is still minuscule for many.  While it...

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Annual Investment Audit 2020

Our annual investment audit 2020 is here! Investing in 2020 was about being resilient, resisting the urge to sell, looking for opportunities, and rebalancing after things have calmed down. We believe that 2021 will be about going global as sectors and markets affected by lockdowns start to...

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Bomb Shelter Investing

Since the arrival of COVID-19 our world has been in a constant state of uncertainty.Uncertainty about COVID-19, the stock market, our businesses. Uncertainty is a common catalyst for fear. When making financial decisions, fear clouds our ability to make the 'rational decision'. So how do the...

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Turn Your Personal Medical Expenses into 100% Corporate Tax Deductible Expenses

One of the most common questions we ask business owners is, “How do you pay for your personal medical expenses that are not covered by your benefit plan?”  95% of the time, the response we hear is, “out of my personal pocket”.  As soon as we hear that, we know we can save that person a...

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