Enhanced Wealth Management

06/07/2026

That’s a wrap on our 2026 Wellington-Altus National Partners Conference.

It’s incredibly energizing being surrounded by peers who are all rowing in the same boat towards a collective goal.

We were announced as the top rated Investment Dealer in Canada for the 7th year in a row! How fabulous! Being a part of this firm helps us with our one and only job - to serve our clients and provide them with the best experience… and we manage to do so while having some fun along the way.

We also hit a very exciting milestone this week, surpassing $50 Billion Dollars in assets under administration as a company… and we are just getting started!

Come see what it’s like working with us!

06/04/2026

Last week, I had the pleasure of speaking at Hustle & Charm’s 3rd Annual Roundtable Summit.

I connected with dozens of female entrepreneurs and business leaders in our community, and engaged in important discussions about how to build wealth while building a business.

With each 30 minute session, the conversations shifted between solidifying corporate structure, when to make the leap from sole proprietor, how to protect your business with insurance and much more.

It was a fabulous event, and I thank for inviting me and curating a room full of amazing women.

If we met at the event, I would love to connect further, and if you couldn’t make it but want to chat about any of the topics I mentioned, or finance in general, my door is always open.

06/03/2026

If you’re close to retirement or are a pensioner managing monthly budgets, it helps to know when your Old Age Security (OAS) benefits are paid out. Here’s how Canada’s OAS pension works, who’s eligible for OAS, and when you can start receiving benefits.

Here’s how Canada’s Old Age Security pension works, who’s eligible for OAS, when you can start receiving benefits, and the OAS payment dates in 2026.

05/27/2026

Did you know that we offer complimentary presentations? If you have a business, community group, organization, etc. looking to bring financial education to their members or employees, we would love to help! The below is a great example of the type of event we run.

Join us at our complimentary seminar at the Teulon Rockwood Center on June 17th at 7pm.

If you are interested in attending, advance registration is appreciated by calling 204-886-2570

05/04/2026

Did you catch the announcement of a new Canadian Sovereign Wealth Fund?

Are you curious to know how the $25 Billion (CAD) fund will stack up? Check out the link below for details on the world's largest funds!

There's over $13 trillion being managed by sovereign wealth funds. A country of just five million people owns the biggest one.

05/03/2026

This is a thoughtful article about how challenging it can be to manage finances and affairs for a loved one, whether or not they have diminished decision making capacity.

Very interesting read if you are or will be in this position in the future.

Many adult children know the basics of their parents’ money, but not the details. Discover why full financial visibility is critical when supporting aging parents.

04/29/2026

Yesterday, the 2026 Spring Economic Update was released, providing updated fiscal projections rather than major policy shifts. Our team breaks down the key highlights and their impact:

On April 28, 2026, Finance and National Revenue Minister François‑Philippe Champagne released the 2026 Spring Economic Update (the Update). This was the first spring economic update after the federal budget was moved to the fall in 2025.

04/23/2026

Can't believe it has been 9 years! Time sure does fly when you're having fun.

Proud to be part of a firm that values independence, innovation, and real relationships over everything else.

And most importantly, we are grateful for our clients who trust us with what matters most.