We offer wealth, insurance and investment advice to individuals, businesses, and families at all stages of life.
By Admin 2020/05/01
With a comprehensive Financial Plan, we can help you feel prepared and confident.
Read More about Was COVID-19 a Financial and Health eye opener to you?By Admin 2020/03/02
Researching, planning, and execution can help improve your investment portfolio.
Read More about How to build your investment portfolio like a fantasy teamBy Admin 2020/02/01
All homeowners dream of burning their mortgage papers after making that final payment. Smart planning and prudent decisions will help make that day arrive sooner than you’d think.
Read More about What type of mortgage is best for me?By Admin 2020/01/01
What images float across your mind when you think of retirement? Maybe it’s of days with no fixed schedules, free for you to fill with activities that bring you joy.
Read More about Building a retirement plan specifically for youBy Admin 2019/12/02
As a small business owner, you rely on your employees to help build your business.
Read More about How a group benefits plan can help your employees and your businessBy Admin 2019/11/02
Using permanent life insurance to help fund your child’s education.
Read More about Helping insure your child can afford post-secondary educationBy Admin 2019/10/02
Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan? Whether your motivation is spiritual, personal or altruistic, you can make a greater impact by incorporating strategic giving into your budget and financial plan.
Read More about How to make an impact with strategic charitable donations
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and Craig MacKenzie and Nicholas Harrison offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
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