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Meet Our Team


Dwight Alguire, MBA, CFP®

Certified Financial Planner®

Bryan Perry

Administrative Assistant

SPOTTED IN THE NEWS

The Point of Maximum Pain

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging.

Canada’s Budget Highlights

8 April, 2022

Canada’s Budget Highlights

The Federal Government released its new budget on April 7 - focused on incentives to make life more affordable.

Who Will Win? – It’s Anybody’s Guess!

6 April, 2022

Who Will Win? – It’s Anybody’s Guess!

Diversification is the technique of allocating portfolio resources or capital to a mix of investments. The goal of diversification is to reduce the volatility of an

Equity Markets

9 March, 2022

Confidence in Our Positioning Despite Challenges

The war in Ukraine presents a number of questions about the near and long-term outlook for the global economy and markets.

 

Market Monitor

Listen to insights from our market specialists  

 

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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