Christine Albert - CFP

04/03/2026

Reminder! We are closed Friday and Monday this Easter weekend.

12/22/2025

Wishing you all a Merry Christmas

11/11/2025

Lest we forget.

10/13/2025

Wishing you a Happy Thanksgiving.

07/02/2025

06/04/2025

investmentexecutive.com

05/28/2025

Surprisingly, fewer than half of couples retire at the same time. Here are some things to consider as you decide what works best for you and your spouse. You'll also find examples of how plans can change in the sidebar.

cifinancial.com

05/26/2025

We want to thank everyone who was able to join us for the Great Canadian Bucket List event last month. For those we weren't able to join us or would like a recap of the presentation please use the link below to watch the playback.

Client Appreciation Event – April 24, 2025On April 24th, we had the pleasure of hosting an unforgettable evening with bestselling author, journalist, and world traveller, Robin Esrock.Held at the beautiful Capitol Centre, the evening was filled with laughter, awe, and inspiration as Robin took us ...

04/25/2025

As we process the news and media updates, it’s essential to stay centered on your long-term goals. While the world around you may be beyond your control, there are always aspects within your reach that you can shape and influence.

04/24/2025

Financial influencers reach millions of followers on platforms such as TikTok, YouTube and Instagram—but what are the benefits and risks of listening to their advice? Get insight into to inform yourself and share with family and friends. https://ow.ly/pI3U50VHiCf