Your Planners

Your Planners For decades we have helped clients achieve financial prosperity through exceptional financial planning.

Mutual funds provided through Investia Financial Services Inc.

Happy mother's day
05/10/2026

Happy mother's day

Markets will react to investor sentiment, should you?
03/17/2026

Markets will react to investor sentiment, should you?

Investing is a long-term process. Historically, stock markets have rebounded from selloffs rather quickly, with some of the best days coming on the heels of the worst. Here are our perspectives and strategies, as well as some historical evidence that show why it pays to be invested.

03/16/2026

Investor uncertainty increased in the days following the U.S. and Israeli military campaign against Iran, which began on February 28.

Troubling times? Let's look back and see what history can teach us.
03/14/2026

Troubling times? Let's look back and see what history can teach us.

Four interactive tools for understanding the markets.

We'd like to welcome Jennifer Climie to the team!
02/11/2026

We'd like to welcome Jennifer Climie to the team!

We’re excited to share some great news — Jennifer Climie is joining us as our new Tax & Operations Coordinator. We’re fortunate to have her on the team, and her experience is a welcome addition as we continue to level up the support we provide to you. Jennifer is coming…

10/02/2025
Latest Fed Rate decision
12/13/2023

Latest Fed Rate decision

For a third straight time, the U.S. Federal Reserve kept its key interest rate unchanged Wednesday, as it signalled its expectations to make a series of quarter-point cuts to the benchmark interest rate next year.

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1030 Upper James Street # 200
Hamilton, ON
L9C6X6

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Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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+19055291210

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