Client spotlight features our clients and their words so that we can gain more insight and learn from each other. Meet Astra members, Stacey and Shawn. We asked them a few questions: Tell us about yourselves. What do you do for fun and how do you stay busy? Stacey: My name is Stacey and… Read more »
Topic: Published Article
Take a sneak peek at our new offices.
Change of Plans Have your retirement travel plans been put on hold? Are you feeling a little lost with the uncertainty of what to do this winter if you are unable to travel? We have weathered the financial market storm right now and we have planned for this in your investment portfolio but what we… Read more »
What we’re reading: Can you deduct office expenses while working from home? https://business.financialpost.com/personal-finance/taxes/can-you-deduct-home-office-expenses-if-youre-forced-to-work-from-home-during-the-pandemic “Am I ready for retirement?” and “How do I get ready?” are questions on the minds of many. Edgepoint has a Retirement series article that discusses four things you need to consider when planning for retirement with your financial advisor. https://www.edgepointwealth.com/en/Insights/EdgePointAcademy/The-big-day-has-arrived… Read more »
A few new programs announced this week. We have provided a quick summary for you.
Brandon Colonna, regional VP with Invesco shared some perspective during this market correction. I invite you to watch our conversation and find some comfort through the current volatility. A few take-away’s that Brandon shared We believe the #1 threat to your investment portfolio is unbridled emotion. Be wary of the herd mentality. Each… Read more »
Our new address is #204 1275 Broad Street. We are still unpacking and settling in but here’s a sneak peek. We hope to be able to visit you in person soon at the new location. Until then, we are working remotely and taking calls and virtual meetings.
I recently took part in a webinar with the fund managers of EdgePoint. If you are looking for a little more in-depth discussion of investment holdings and some of the individual investment choices, then I highly recommend you watch this. (Insider scoop-I wasn’t surprised to hear how well Berkshire Hathaway was positioned. But I was… Read more »