Tag Archives: personal finance

Offering Integrated Financial Advice

Cover all the angles!
Cover all the angles!

Life can be complicated. Maximizing and protecting your wealth doesn’t have to be.

Integrated advice will ensure your wealth is viewed from every angle. From tax advantages and protection against market volatility to identifying opportunities to increase your portfolio, a sound financial security plan gives your wealth the attention it deserves.

Lean on our objective advice. Because you should feel confident about the decisions you make about your wealth, your legacy, and your future generations.

Promo Video For “Keeping Tabs”

“Keeping Tabs” segments went to air at www.station14.ca starting May 1st, 2014!  This is the 10 second promotional spot that ran in rotation on the site.

All five “Keeping Tabs” videos are now available on our Media page!

A Chat With Preet Banerjee

Preet Banerjee PodcastFollowing last month’s introduction of Bill 157, “The Financial Advisors Act 2014” as a private member’s bill in the Legislative Assembly of Ontario, the time finally seemed to be right to connect with Preet Banerjee to share and explore our ideas about the current regulation of financial services – specifically “financial advisors” – and what changes can / should / need to be made to best serve and protect all Canadians, and protect the integrity of the profession.  Our conversation can be found on his latest “Mostly Money Mostly Canadian” podcast (episode 38)…