Discover & Learn
2024-09-20T19:01:20
Is a portfolio solution right for you?
Has investing ever felt too intimidating? Portfolio solutions are managed by a team of investment professionals so that you don't have to make all the decisions. Learn more:
2024-05-16T22:14:00
Understand Investment Risk to Know What's Right for You
All investments come with some risk. Knowing how much risk you can tolerate can help determine which investments suit you.
2024-03-14T16:40:11
Understanding Diversification and Why Successful Investors Rely On It
This is why having a variety of investments in your portfolio better prepares you to ride out ups and downs.
2023-03-30T12:37:53
2023-federal-budget.pdf
Les grandes lignes du budget fédéral 2023 : Mesures fiscales susceptibles de vous concerner
2023-03-29T13:38:32
2023-federal-budget.pdf
2023 Federal Budget Highlights: Tax measures that may affect you.
2023-02-13T21:39:09
Qu'est-ce qu'une récession et sommes-nous dans une telle période ?
Vous avez probablement entendu parler d’une récession récemment. Comprenez les récessions, leurs manifestations et leurs répercussions sur les investisseurs.
Catalina Barbacariu, PFP
Financial Planner, Investment and Retirement Planning
Let's work together to achieve your financial goals