Discover & Learn
2024-11-18T16:11:04
What is Financial Planning Exactly?
2024 marks the 14th edition of Financial Literacy Month in Canada. This year's campaign is "Money on your Mind. Talk about it!" Research shows that talking about money builds financial confidence, and can lead to better financial outcomes. This is especially true for women. If you are not sure where to start it, check out the link below, find a planner and start the conversation now. #ValueofAdvice#
2024-11-15T14:57:19
Investing at all-time highs
Did you know that since 1950 the broad U.S. equity market has set 1,250 all-time highs along the path to its current level. That’s an average of over 16 every year. Learn more:
2024-11-14T18:30:01
When stock market hit all time highs, investors always wondering: Is now the right time to invest? Or should we wait. Check out this article and learn more.
2024-11-12T18:45:01
2024 U.S. Election Highlights
Managing Director & Chief Economist Eric Lascelles shared his point of view on post-election day landscape and provides some highlights on what to expect next.
Qiwei Yu, PFP, CFP
Financial Planner
Let's work together to achieve your financial goals