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Jun 28, 20211 min read

The Best Toronto - The 10 Best Financial Planners in Toronto

We would like to thank The Best Toronto for finding that we are among the top 10 financial planners in Toronto! After doing a search of...

May 28, 20211 min read

Most common mistakes people make with their finances

There are a few common mistakes that people make with their finances. Being overconfident - when the market rises, rises and rises it...

Sep 3, 20201 min read

Why did I decide to be a financial planner?

As a successful former medium sized manufacturing company business owner Chris is ideally situated to offer financial advice to everyone...

Jun 19, 20201 min read

Benefits of working with a fee only financial planner

The main benefit is that you are getting expert, unbiased advice that is not mixed up with product sales. There are many financial...

Apr 10, 20201 min read

Why should I work with a financial planner?

Clients come to us when they have a big decision to make and are looking for advice (possibly an inheritance, consideration of a large...